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Designed to participate in equity markets yet help limit portfolio volatility and the risk of extensive capital loss. Money market and cash positions may be used during adverse marketing conditions to help minimize risk. Equity exposure is limited to domestic positions.
Designed to help achieve returns through taking a more aggressive approach by keeping assets fully invested. Accounts are 100% invested in domestic equity positions across a wide variety of asset classes and styles. This strategy may have more volatility than the risk-managed options.
Designed to seek capital appreciation in all market conditions, while benefiting from trends in global and domestic markets. This complex strategy may be long, short and/or hedged in domestic and international equity positions, as well as invested in bond funds and cash.
Designed to provide risk-managed growth and often structured to have low correlation to the broader equity markets. We use the “fund of funds” approach, and these options are generally structured as limited partnerships restricted to accredited and/or qualified investors. They employ a variety of strategies including managed futures, fixed-income arbitrage, convertible arbitrage, momentum, distressed markets and long/short equity.
Designed to offer access to many of the world’s top asset managers, we build your long-equity positions by constructing a portfolio of style-specific managers who each specialize in a particular asset style (growth, blend or value) or class (large cap, mid cap, small cap, global/international, emerging markets and sector managers). We offer consolidated reporting, web access and quarterly performance information.
Designed to produce a consistent and predictable income stream while having stable underlying assets. We have a particular expertise in using real estate backed assets* (REITs listed and non-listed, limited partnerships, etc.) on a leveraged and non-leveraged basis to provide stable and often partially sheltered income. Using bonds, we can construct portfolios composed of any combination of traditional issues including treasuries, corporates, agencies, mortgage-backed and munis.
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