Our firm's Active Indexing strategy is a cost efficient asset allocation strategy that is designed to provide for the active management of passive investments. The investment process utilizes proprietary growth and value models in order to identify the most attractive sub-sets of the domestic equity market. The strategy accommodates domestic, international, balanced or fixed income investment objectives.
The focus is on asset allocation, rather than individual stock or bond selection
Low management fees and low expenses on index securities
Academic studies consistently demonstrate that indexing outperforms active management