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.
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.
Strategy Morningstar® ID
Growth Equity Portfolio
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 Growth Equity portfolio since inception in 1994. Investment advisor representatives seeking exposure to an all-cap growth strategy can invest client assets in the Growth Equity portfolio. With more than a 23-year track record under the same portfolio managers, this strategy has verified performance and is available on the Envestnet®, Folio Institutional® and Vestmark™ platforms under Morningstar® ID F00000XISY.