Intelligently personalized portfolio management begins by providing clients access to a broad spectrum of asset classes and sophisticated investment strategies. Our investment professionals have a thorough understanding of managing equity and fixed income investments, which typically form the foundation of client portfolios. Depending on each client’s investment objective, we may complement our selections with those from best-in-class external managers specializing in alternative or unique areas of the market. This disciplined investment process provides opportunity for greater diversification, as each client portfolio is constructed within our strategic allocation framework and then personalized to align with each client’s personal goals and risk tolerance.
The precise stock selection process we have developed employs both quantitative and qualitative processes to help identify what we believe are the most attractive companies within sectors. Our portfolio management team leverages the resources of our internal equity research team to provide a broad array of equity strategies.
We have developed a long history investing in the bond markets, allowing us to offer diversified taxable and tax-exempt strategies. We actively manage fixed income portfolios and seek to enhance the total portfolio’s outcome across varying interest rate environments. Our seasoned bond professionals are in the market daily to find the best opportunities and pricing, while our institutional trading network gives clients access to a broad range of municipal, government, and corporate securities, as well as other segments of the market.
We offer clients access to investment strategies in a wide range of nontraditional fixed income markets. Through a combination of unique strategy design and creative implementation, we attempt to capture attractive yields with minimal interest rate sensitivity.
Real assets can provide valuable performance enhancements in inflationary environments. By targeting specific segments of the commodity or real estate markets with compelling risk/return expectations, we're able to offer clients a differentiated total return experience.
For qualified clients, we provide access to a range of alternative strategies designed to enhance the risk/return profile of the portfolios we manage. Portfolios can gain greater diversification by supplementing traditional stock and bond holdings with non-correlated, nontraditional strategies.
Our Intelligently Personalized approach to building portfolios includes tailoring investments to reflect unique client values. We offer a range of Environmental, Social, and Governance (ESG) focused solutions to help meet client preferences and align their portfolios to their values.
THIS MATERIAL IS FOR PRESENTATION PURPOSES ONLY. THIS INVESTMENT STRATEGY IS NOT SUITABLE FOR ALL INVESTORS OR APPROVED FOR USE BY ALL BROKER DEALERS OR INVESTMENT ADVISERS. PLEASE CONSULT WITH YOUR BROKER DEALER OR INVESTMENT ADVISER FOR MORE INFORMATION.
The information presented does not involve the rendering of customized investment, financial, legal, or tax advice. This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein.
Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results and are based primarily upon a hypothetical set of assumptions applied to certain historical financial information. Certain information has been provided by third-party sources and, although believed to be reliable, it has not been independently verified and its accuracy or completeness cannot be guaranteed.
Any opinions, projections, forecasts, and forward-looking statements presented herein are valid as on the date of this document and are subject to change.
There are inherent risks with equity investing. These risks include, but are not limited to stock market, manager, or investment style. Investing in international markets carries risks such as currency fluctuation, regulatory risks, economic and political instability. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume.
Bonds and bond funds are subject to interest rate risks and will decline in value as interest rates rise. High yield bonds offer a higher yield and carry a greater risk of loss of principal and interest and an increased risk of default or downgrade than investment grade securities.
Investments in commodities can be very volatile and direct investment in these markets can be very risky, especially for inexperienced investors..
Alternative investments are speculative, entail substantial risks, offer limited or no liquidity and are not suitable for all investors. These investments have limited transparency to the funds’ investments and may involve leverage which magnifies both losses and gains, including the risk of loss of the entire investment. Alternative investments have varying, and lengthy lockup provisions.
As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money.
Speak with an investment consultant to see how our intelligently personalized portfolios could work for your high-net-worth clients.
If you’re a high-net-worth client who’s interested in adding an experienced investment manager to your financial team, learn more about working with us here.