The firm provides investment management services to approved, affiliated registered investment advisors. These strategic relationships allow other investment advisor representatives the opportunity to invest in the firm’s strategies to meet client expectations. Investment strategies are currently available on the Envestnet®, Folio Institutional®, TD Ameritrade Institutional and Vestmark® platforms.
Thematic Global Equity and Growth & Income (Balanced)
The skillful, active management of a diversified portfolio of growth stocks potentially adds value to a long-term investment plan. This basic philosophy has driven the Global Equity portfolio since inception in 1994. The investment objective for the Growth & Income portfolio is current income and moderate capital appreciation. Depending on capital market dynamics, the strategy may seek income through equity or debt investments. Tactical capital allocation decisions are based on top-down economic analysis. Security selection decisions are based on bottom-up fundamental analysis.
Investment advisor representatives seeking exposure to a multi-cap growth strategy can invest client assets in the Global Equity portfolio. IARs seeking a more balanced approach can invest client assets in the Growth & Income portfolio. The same portfolio managers have been managing the Global Equity strategy since 1994 and the Growth & Income strategy since 2004. They have a combined 80+ years of investment management experience.
The Global Equity strategy is available on the Envestnet®, Folio Institutional® and Vestmark™ platforms under Morningstar® ID F00000XISY.
The Growth & Income strategy is available on the Folio Institutional® platform under Morningstar® ID F000013L6C.
Target Return Portfolios
Investment professionals can take advantage of our suite of Target Return portfolios. These asset allocation models consist of exchange-traded funds that are actively selected and managed based on desired return and risk characteristics. The models are diversified across asset classes, indices and managers.
Compared to target date funds that allocate to asset classes based on some future date, the Target Return approach seeks to identify the rate of return required to meet future obligations and allocates to asset classes most likely to meet this expectation. This strategy allows for a personal approach to designing plans for individual clients that target date funds do not. The Target Return strategies are available on Folio Institutional® under the Morningstar® IDs below.