Separate Account Management (SAM)

Our Separate Account Management (SAM) portfolio is our most customized solution for client asset management.  The SAM platform provides clients with access to a tailored large cap strategy [core, dividend, or Socially Responsible Investment (SRI)] complemented with allocations to other domestic and foreign equity strategies.

Additionally, a short/intermediate portfolio of individual bonds is available with allocations to other fixed income strategies including Treasury Inflation Protected Securities (TIPS), high yield, preferred stocks, long-term and foreign bonds.  Each well-diversified portfolio includes allocation to alternative investments such as commodities, hedging strategies, domestic/foreign real estate and private equity.