Core U.S. 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.
Read MoreAll 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.
Read MoreHigh 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.
Read MoreHigh 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.
Read MoreSmall 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.
Read MoreSMID 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.
Read MoreU.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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