TOOLS AND RESOURCES THAT ORIGINATE FROM OUR RESEARCH PROCESS:

MANAGER/FUND SHEETS

Our manager/fund sheets offer a snapshot of high level strategy overview, along with fundamentals, performance and key risk measures, allowing comparisons across managers, asset classes, and investment strategies.

MODEL PORTFOLIOS

Our model portfolios are available for our Automated Portfolio Solutions (APS) and Fund Allocation Portfolios (FAP) strategies. These model portfolios are designed to meet a broad range of investment objectives.

ASSET ALLOCATION

We maintain Strategic and Tactical Asset Allocations to provide ongoing client support based on current market conditions. Strategic Allocations are long-term targets based on market trends and statistical analysis, while Tactical Allocations are near-term to intermediate-term targets based on current market conditions. We monitor active allocations on an ongoing basis and make changes as necessary.

We believe asset allocation is the most critical determinant of portfolio returns. As such, portfolio rebalancing is utilized to position portfolios for long-term growth in alignment with clients’ investment goals and objectives.

WEALTH ADVISOR COMMENTARY

A quarterly publication designed to offer insight into our portfolio construction and discuss the performance of each investment strategy. The commentaries summarize key factors and events driving the market performance.