Pursue Long-Term Growth with Full Customization
Watch our Separate Account Management video below to see how it works and discover the benefits it can offer your clients.
Our Separate Account Management (SAM) portfolios are our most customized solution. The SAM platform provides clients with access to a tailored large cap strategy [core, dividend, or sustainable leaders] 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, longterm and foreign bonds. Each well-diversified portfolio includes allocation to alternative investments such as commodities, hedging strategies, domestic/foreign real estate and private equity.
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greater transparency and precise control
Fully customizable to meet your clients’ highest standards:
Separate Account Management
Direct ownership of individual securities.
- Our Separate Account Management (SAM) portfolio is our most customized solution.
- The Separate Account Management (SAM) platform provides clients with access to a tailored large cap strategy [core, dividend, or Sustainable Leaders] 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 and foreign bonds.
- Each well-diversified portfolio may include an allocation to alternative investments such as commodities, hedging strategies, real estate and private equity.
