Asset Allocation Strategies for Portfolio Management

Education is the key to transparency and we want advisors and clients alike to understand our investment process and strategies. Advisors need to understand the importance of personalization over customization in improving the efficiency of their business. Clients need to understand what their advisor is doing and why he or she is doing it because these important financial decisions directly impact their life.


Disciplined Investment Management

Disciplined asset allocation strategies are the foundation of our investment management process. Our process-driven, time-tested strategies are managed by our Investment Committee, comprised of a dedicated team of portfolio managers as well as fundamental and technical analysts and strategists.

Irreplaceable Capital

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Advance & Protect

  • Tactical, actively managed, absolute return
  • Disciplined, repeatable 4-step investment process
  • Downside protection focused

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Swan Defined Risk

  • Absolute return
  • Market neutral
  • Downside protection focused

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AP20

  • Tactical, actively managed, absolute return
  • Disciplined, repeatable 4-step investment process
  • Downside protection focused

Yield

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Write Income

  • Yield focused
  • Sector weighted

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Day Hagan Tactical Dividend

  • Dividend yield focused
  • Tactical
  • Long only equity

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Fixed Income

  • Tactical fixed income management
  • Price appreciation after capital preservation

Eaton Vance

  • More allocation options for clients
  • Fee flexibility and increased competitiveness
  • Customizable and scalable

Growth

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LongTerm Trend

  • Fundamentally driven, all equity strategy
  • Large-cap growth focused
  • Positioned to potentially benefit from secular trends

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Diversified Growth

  • Long-term growth with income
  • Designed for lower portfolio turnover

Diversified Tactical

  • Long-term growth with income
  • Designed for lower portfolio turnover

All Seasons Tactical

  • Navigates the changing seasons in the market
  • Follows the same methodology as the Law of Supply & Demand — if demand increases, consumers are driven to purchase and therefore, cost increases
  • Provides a rules-based strategy in order to lessen emotional investment behavior
  • Determines areas with the most relative strength — the measurement of performance relative to a benchmark or to the rest of the universe

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Perennial Growth

  • Fundamentally driven
  • Small to mid-cap growth focused
  • Invests in high quality firms with secular growth

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Global Horizons

  • Fundamentally driven
  • Invests in domestically listed equities

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Focused Energy

  • Fundamentally driven, all equity strategy
  • Seeks to capitalize on growth in unconventional energy

Specialty Strategies

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Gorelick Morrocroft

  • Non-correlating
  • Alpha-focused

Advisory Alternatives

  • Non-correlating
  • Diversification focused
  • Advisory-based

Spectrum Allocation

Benchmark

  • High correlation to indices
  • Broad market equity and fixed income exposure
  • Tailored for income with moderate growth

Trend

  • Risk adjusted returns through strategic allocations
  • Tactical overlay to adapt to changing markets
  • Tailored for income with moderate growth

Diversified Blend

  • Additional solutions for clients
  • Small account eligibility
  • Low turnover and internal costs

Global Macro

  • Overweight areas with probability of success; underweight areas of weakness
  • Driven by global macroeconomic indicators
  • Tailored for income with moderate growth

Pure Market Blend

  • Allows for different risk allocations
  • Driven by global macroeconomic indicators
  • Provides flexibility in building portfolios

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Our process for uncovering clients’ True Wealth is thorough, precise and personalized. We call our approach the “Wealth Designed. Life Defined.” process – to help you understand our methodology in helping clients reach a higher purpose with their wealth.

Explore our investment process