Fundamental 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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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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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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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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Tax Free Fixed Income


This strategy provides strategic exposure to a broad range of tax free municipal bonds. The strategy seeks to deliver total return with a secondary goal of income.

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Taxable Fixed Income


This strategy provides strategic exposure to a broad range of taxable bonds. The strategy seeks to deliver total return with a secondary goal of income through a carefully constructed portfolio of bonds.

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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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