Separate Account Management

SET YOUR EYES ON LONG-TERM CAPITAL APPRECIATION WITH FULL CUSTOMIZATION

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.

Want to learn more? Inquire today by emailing us directly at [email protected]

greater transparency and precise control

Fully customizable to meet your clients’ highest standards:


LARGE CAP BLEND


EQUITY INCOME


ALL CAP


SUSTAINABLE LEADERS


TAXABLE AND TAX EXEMPT FIXED INCOME


TAX EFFICIENT TRANSITION


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.