We offer the following multi-asset class strategies:
– Fund Allocation Portfolio: Mutual Fund Models
– Fund Allocation Portfolio: Exchange Traded Fund Models
– Sustainable Leaders Models
– Automated Portfolio Solutions
Our Fund Allocation Portfolios (FAP) are constructed using a combination of mutual funds and exchange-traded funds (ETFs) or entirely of ETFs, dependent upon client circumstances. Broad asset class diversification is obtained through fixed income, equities and alternative investments. These multi-asset class allocations can be combined with our Separate Account Management (SAM) individual stock strategies, including Large Blend, Dividend Income and Sustainable Leaders.
Our multi-asset class portfolios are constructed around five risk-based investment objectives. These investment objectives are designed to represent a spectrum of risk/reward opportunities over the long term. Selected asset classes and their respective weights are paired to develop these portfolios.
|SUMMARY OF INVESTMENT OBJECTIVES||RISK REDUCTION||CAPITAL PRESERVATION||INCOME GENERATION||INFLATION PROTECTION||PRINCIPAL GROWTH|
|INCOME W/ SOME GROWTH||X||X||X||X|
|GROWTH W/ SOME INCOME||X||X||X|
Asset Allocation Guidelines
|INCOME W/SOME GROWTH||0%-15%||60%-80%||15%-35%||0%-20%|
|GROWTH W/SOME INCOME||0%-10%||15%-35%||60%-80%||0%-20%|