Our firm manages client assets utilizing one or more of our five investment strategies. We work with clients in order to develop investment guidelines, create an asset allocation, and implement an investment strategy to achieve their specific long-term risk and return objectives. Client assets can be structured across a range of strategies from traditional actively managed equity or fixed income portfolios to cost effective passive investment strategies. The firm’s strategies are all available as separately managed portfolios.
Active Indexing An asset allocation strategy that is implemented across domestic equities, international equities or fixed income securities. The strategy utilizes exchange-traded funds to position portfolios for superior performance. The same proprietary growth and value models that are used to identify individual stocks in the large cap strategy are utilized to build the appropriate asset allocation at the index level.
Our Fixed Income strategy emphasizes short and intermediate maturities in order to reduce price volatility. Portfolios include investment grade and below investment grade securities, depending upon individual client objectives. Dividend Yield Our firm's Dividend Yield strategy is designed to provide broadly diversified and cost efficient exposure to quality companies with high and rising dividend yields. These portfolios tend to exhibit lower price volatility than the S&P 500 Index. The investment process utilizes the firm's proprietary growth and value models in order to identify the most attractive sources of dividend income in the equity market. The implementation process is typically focused on low cost, tax efficient exchange-traded funds. Large Cap Growth and Value A large cap investment strategy that utilizes our proprietary quantitative growth and value models. It is designed to be a core holding for investors with an S&P 500 benchmark. The growth strategy identifies companies with strong growth characteristics and the value strategy focuses on stocks that are selling at historically low valuations. The diversification of two distinct strategies, as well as positions in approximately 100 different stocks, reduces the price volatility, i.e., risk, of the portfolio.
Value Equity The investment objective of the Value Equity strategy is long-term capital appreciation with a moderate level of risk. The strategy seeks to identify companies that are undervalued as a result of temporary factors that create negative investor sentiment. We base our decision process on a three to five year investment horizon which enables us to focus on the valuation of a business in relation to its long-term fundamentals.
Inflation Hedge The objective of this strategy is to provide long-term returns in excess of the CPI, with strong relative performance during periods of rising inflation. This strategy is implemented through a concentrated portfolio of publicly traded securities with significant ownership of real estate, timberland, oil and gas reserves, and other "hard assets".