Structured to complement one another, or executed as stand-alone strategies,
these three distinct investment approaches and strategy allocations are customized
to meet your goals, objectives and risk tolerance. Our portfolio construction philosophy
is centered on the below strategies.
Individual stocks are used for active risk
management, enhanced transparency, customization and tax efficiency.
Approximately 30 individual stocks are selected for long-term
growth potential and strategic diversification.
Approximately 30 individual stocks are selected for sustainable
dividend income and growth while diversified across multiple
The primary goals of Fixed Income are income
and cash flow, principal preservation and portfolio diversification.
Corporate Or Municipal Focus
Portfolios are customized with individual securities to achieve
specific parameters for duration, credit quality, and positioning
on the yield curve.
Bond ETF Strategies
Portfolios are constructed with ETFs to achieve specific parameters
for duration, credit quality, and positioning on the yield curve.
Tactical ETF Strategies
Rules-based strategies executed with ETFs support broad
diversification and flexibility to adjust risk market exposure
with changing market conditions.
Tactical Global Growth Strategy
This strategy offers broad diversification across 9 global risk markets with a systematic
rebalancing discipline that over-weights relative strength and under-weights relative weakness.
Allocation targets are refreshed quarterly.
Tactical Dynamic Allocation Strategy
Designed to dynamically adjust to market conditions based on moving average
signals for five risk markets, this strategy offers equity exposure ranging
from 10% to 100% with a fixed income out-position. Allocation targets are refreshed monthly.
International Focus Strategy
The International Focus Strategy systematically tilts a portfolio of non-U.S. equities toward
characteristics of value, momentum and low market capitalization.