Our
most customized solution to manage client assets.
The
SAM platform provides clients with access to a customized large cap
strategy [large cap blend, dividend, or Socially Responsible Investment
(SRI)] complimented with allocations to other domestic and foreign
equity strategies. Additionally, a short/intermediate portfolio of
individual bonds is complemented 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.
Research Tools
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Portfolio Report
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Research Wires
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Approved List
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Analysis
of portfolio
statistics, style allocation,
performance, and
composition
provide
information necessary
to stay on top of a strategy. |
Communicates
changes
in our opinions regarding
asset allocation, asset class
allocation, sector allocation,
or security fundamentals. |
Timely
information on
security performance in
a concise report that
serves as
a compliance
tool for your Trust
Investment Committee. |
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