active ANALYSIS


Active management and oversight is used on various levels for each portfolio including asset allocation decisions, selection and monitoring of holdings, and  rebalancing. We believe that a disciplined research and management approach applied over longer time periods can present opportunities for investors to manage through various market environments.

 
 

provides high oversight

 

MINIMIZES TRADE FEES & TAXES

 

CAPITALIZES ON MARKET MOVEMENTS

 
 

EXCHANGE TRADED PRODUCTS

There are a variety of investment products available that can be used to create
portfolios ranging from individual securities, like stocks and bonds, to managed products using a basket of securities, like mutual funds. Our investment solutions typically include over 20 individual Exchange Traded Products (ETPs), such as
Exchange Traded Funds (ETFs).  These products can offer important benefits
relative to individual securities and mutual funds.

 

 

WHY DO WE USE THESE PRODUCTS?

 
 

FULL DIVERSIFICATION

The returns of the various asset classes revolve over time because of fluctuating exposures to market and economic factors. Many investors may overlook some of the more unique asset classes that can react differently than traditional asset classes during periods of market volatility and decline.  We provide solutions that utilize the extensive diversification of these asset classes throughout all market conditions.  Investment solutions utilizing exchange traded funds provide access to thousands of individual securities and a level of asset class diversification typically employed by sophisticated, institutional investors.

 

 
 
 

PROFESSIONAL MANAGEMENT

Portfolio Managers formulate investment strategies designed to achieve specific objectives and follow a disciplined portfolio management process in order to avoid behavioral biases and avoid unnecessary strategy shifts.


Investors should carefully consider the investment objectives, risks, fees and expenses before investing. For this and other important information please obtain the investment company fund prospectus and disclosure documents from your Advisor. Read this information carefully before investing.