Equity Strategies

All Cap Core U.S. Equity


This strategy invests in a broad range of U.S. equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.

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All Cap Core U.S. Equity Hedged


This strategy invests in a broad range of U.S. equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects. It employs a downside hedging strategy with the goal of protecting the portfolio during market declines.

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Global Equity ETF


This strategy seeks capital appreciation through investing in broad range of equity exchange traded funds for capital appreciation. The strategy is designed to adapt to changing market themes in order to pursue global investment opportunities.

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Global Equity ETF Hedged


This strategy invests in a broad range of equity exchange traded funds. The strategy is designed to adapt to changing market themes in order to pursue global investment opportunities while mitigating risk through a systematic downside hedging strategy with the goal of protecting the portfolio during stock market declines.

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Global Tactical


This strategy seeks capital appreciation through a tactical unconstrained investment approach focusing on a broad range of equity and fixed income opportunities.

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High Dividend Equity


This strategy seeks to provide favorable risk-adjusted returns through a carefully constructed portfolio of high-quality domestic and international equities, REITs, and preferred stocks.

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High Dividend Equity Option


This strategy seeks to provide favorable risk-adjusted returns through a carefully constructed portfolio of high-quality domestic and international equities, REITs, and preferred stocks. Covered call options are selectively utilized in an effort to provide income.

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International Equity Strategic Beta


We believe investors should seek exposure to the broad international equity market in order to achieve long-term portfolio growth. This portfolio serves as the international equity anchor or core of a diversified portfolio, and seeks a wide diversity reflective of all market capitalizations and styles of the domestic equity market.

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International Equity/ADR


This strategy invests in a broad range of international equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.

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International Opportunity


This strategy seeks capital appreciation by investing in a broad range of international equity exchange traded funds. The strategy is designed to adapt to changing market themes in order to pursue global investment opportunities.

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Small Cap Core U.S. Equity


This strategy invests in small capitalization U.S. equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.

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SMID Cap Core U.S. Equity


This strategy invests in small and mid-capitalization U.S. equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.

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U.S. Equity Strategic Beta


We believe investors should seek exposure to the broad U.S. equity market in order to achieve long-term portfolio growth. This portfolio serves as the U.S. equity anchor or core of a diversified portfolio, and seeks a wide diversity reflective of all market capitalizations and styles of the domestic equity market.

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U.S. Sector Opportunity


This strategy invests in an opportunistic allocation of U.S. sector and industry exchange traded funds. The strategy seeks capital appreciation and is designed to adapt to changing market themes in order to pursue investment opportunity.

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U.S. Style Opportunity


This strategy invests in an opportunistic allocation of U.S. style and market-capitalization exchange traded funds. The strategy seeks capital appreciation and is designed to adapt to changing market themes in order to pursue investment opportunity.

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