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.
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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.
