Strategies that align with this objective

  • A large-cap blend strategy offering broad U.S. equity exposure, balancing growth and value stocks across major sectors to mirror overall market performance.

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  • A large-cap growth strategy targeting U.S. companies with strong earnings potential, emphasizing fast-growing sectors and higher valuation stocks for long-term appreciation.

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  • A large-cap value strategy targeting established U.S. companies with lower valuations and slower growth, emphasizing income and long-term capital preservation.

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  • A leveraged long/short equity strategy that seeks income by taking long positions in attractively valued securities and short positions in overvalued ones.

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  • A mid-cap blend strategy focused on U.S. companies across styles, emphasizing low- to mid-priced growth stocks with balanced exposure to value and growth characteristics.

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  • A mid cap growth strategy targeting U.S. companies with strong earnings and revenue expansion, emphasizing higher valuations and long-term appreciation potential.

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  • A mid cap value strategy investing in U.S. companies with lower valuations and slower growth, aiming to capture long-term returns through discounted pricing and solid dividends.

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  • A small-cap blend strategy focused on a diversified mix of U.S. growth and value stocks near the lower end of the market-cap spectrum, seeking long-term appreciation through broad small-cap exposure.

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  • A small cap growth strategy targeting rapidly expanding U.S. companies in emerging industries, aiming for high long-term returns with higher volatility due to fast growth and premium valuations.

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  • A small cap value strategy emphasizing U.S. companies with lower valuations and slower growth, seeking long-term appreciation through disciplined, contrarian investing.

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  • A region-focused growth strategy targeting long-term capital appreciation by investing primarily in equities across China, Taiwan, and Hong Kong.

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  • A diversified emerging markets strategy focused on capital appreciation through broad exposure to equitiesโ€”and select fixed-income securitiesโ€”across Asia, Latin America, and other developing regions.

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  • A Pacific/Asia strategy emphasizing equity exposure to developed and emerging markets across the regionโ€”including Japan, China, Australia, and other Pacific Rim countriesโ€”with the goal of long-term capital growth and geographic diversification.

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  • A Europe Stock focused equity strategy targeting developed and select emerging markets, aiming for long-term capital growth through diversified regional exposure.

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  • An India Equity focused strategy seeking long-term capital appreciation through concentrated exposure to Indian markets, with limited fixed-income holdings.

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  • A large-cap international equity strategy focused on developed non-U.S. markets, blending growth and value styles for long-term results with broad geographic exposure.

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  • An international large cap growth strategy targeting developed non-U.S. markets, focused on high-growth companies with strong fundamentals and premium valuations.

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  • An international large cap value strategy focused on developed non-U.S. markets, investing in slower-growth companies with lower valuations and higher dividend yields.

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  • An international miscellaneous region strategy targeting smaller or overlooked regions with strong current or future economic potential, seeking long-term capital appreciation.

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  • An international small mid blend strategy focused on smaller non-U.S. companies, seeking long-term capital appreciation through diversified exposure without a strong growth or value tilt.

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  • An international small mid growth strategy focused on smaller, faster-growing non-U.S. companies with higher valuations, targeting long-term capital appreciation over income.

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  • An international small mid value strategy targeting smaller, lower-priced non-U.S. companies with slower growth, focused on long-term value and income potential.

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  • A Japan stock focused equity strategy seeking long-term capital appreciation by investing across companies of all sizes within one of the worldโ€™s largest stock markets.

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  • A Latin America stock focused equity strategy targeting long-term capital appreciation through investments in major regional markets such as Brazil, Mexico, and Argentina.

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  • A region-specific equity strategy focused on Pacific and Asian markets excluding Japan, emphasizing export-driven economies such as Hong Kong, Singapore, Taiwan, and Korea.

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  • A diversified world stock allocation strategy seeking long-term capital appreciation through global exposure to equities and bonds, with a primary focus on the U.S., Europe, and Japan.

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  • An ESG domestic equity strategy focused on long-term growth by investing in companies that meet strict environmental, social, and governance (ESG) criteria.

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  • An ESG global commodity equity strategy offering commodity-linked growth by investing in ESG-screened companies across agriculture, energy, metals, and other resource sectors.

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  • An ESG international equity strategy focused on long-term growth through investments in ESG-screened companies across developed and emerging non-U.S. markets.

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  • A diversified ESG strategy focused on long-term capital growth, excluding exposure to controversial sectors and emphasizing companies aligned with UN global compact principles and diversity standards.

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  • A sector-focused equity strategy that concentrates on telecommunications, media, and entertainment companies, including cable, wireless, broadcasting, publishing, film, and digital service providers.

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  • A consumer cyclical equity strategy that seeks capital appreciation by investing in U.S. and international companies across retail, leisure, and discretionary sectors.

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  • A consumer defensive equity strategy focused on long-term capital appreciation through large-cap U.S. and international companies in consumer staples, including food, beverages, and household products.

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  • An energy infrastructure strategy that invests at least 80% of assets in equity and debt securities of master limited partnerships and related entities focused on midstream energy operations.

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  • An energy equity strategy focused on U.S. and international companies across oil, gas, pipelines, refineries, coal, and alternative energy sectors.

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  • A precious metals equity strategy investing in gold, silver, platinum, and palladium producers, along with bullion, metals ETFs, and related companies across North America, Australia, and South Africa.

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  • A financial sector equity strategy focused on U.S. and international banks, insurers, brokers, and lenders, actively managed with sensitivity to economic cycles and macroeconomic indicators.

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  • A global real estate strategy that invests primarily in non-U.S. real estate securities, including REITs, REIT-like entities, and, for qualified clients, direct international commercial real estate holdings.

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  • A healthcare equity strategy focused on long-term capital appreciation through U.S. and international companies across pharmaceuticals, biotech, medical devices, providers, insurers, and other healthcare-related sectors.

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  • An industrials equity strategy focused on capital appreciation through U.S. and international companies in cyclical sectors like aerospace, transportation, construction, and machinery, with some emphasis on dividends.

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  • An infrastructure equity strategy investing over 60% in companies involved in transportation, utilities, energy midstream, construction, and logistics, with balanced exposure across market capitalizations.

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  • A thematic equity strategy focused on niche or emerging sectors not covered by traditional categories, including global water, solar power, clean energy, and alternative technologies.

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  • A natural resources equity strategy offering broad exposure to commodity-driven industries like energy, chemicals, minerals, and forestry, with a primary focus on U.S.-based companies.

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  • A real estate equity strategy focused on diversified REITs across sectors like residential, industrial, office, and retail, with optional direct commercial property exposure for qualified clients.

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  • A technology equity strategy focused on long-term capital appreciation through U.S. and international companies in software, semiconductors, hardware, networking, and internet-related businesses.

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  • A utilities equity strategy focused on capital appreciation through U.S. and international companies in electric, gas, and telecom services, with at least 80% invested in utility-related securities.

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  • A bearish alternative strategy that maintains 100% short equity exposure, aiming to benefit from market declines while hedging with low-risk assets; typically exhibits negative beta to equity indexes.

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  • A long-short credit strategy that seeks to profit from changing credit conditions by combining bond positions with credit default swaps, while using derivatives to hedge market and interest rate risk.

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  • A long-short equity strategy that dynamically adjusts long and short exposure based on macro views and bottom-up research, with at least 75% allocated to equities or related derivatives.

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  • A market neutral equity strategy that offsets long and short positions across sectors, styles, and regions to minimize systematic risk, with low beta exposure and a focus on security selection.

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  • A multi-strategy alternative approach that combines several alternative investment tactics, with flexible positioning and gross short exposure typically exceeding 20%, adapting over time to market conditions.

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  • A multi-currency strategy that invests across global currencies using money market instruments, derivatives, and cash, combining both systematic and discretionary currency trading approaches.

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  • An income strategy that generates return primarily through the collection of premiums from option writing of covered calls, cash-secured puts, and volatility-based trades.

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  • A single-currency strategy that seeks exposure to one currency using short-term money market instruments, derivatives, and cash deposits for targeted currency positioning and risk management.

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  • A volatility trading strategy that treats volatility as an asset class, using directional and arbitrage approaches to profit from changes in implied volatility across asset classes, targeting short-term gains.

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  • A tactical commodities strategy focused on agricultural assets such as grains, oilseeds, livestock, and cotton, seeking short- to mid-term trading profits over income.

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  • A diversified commodities strategy investing across sectors like grains, metals, energy, and softs, seeking short- to mid-term trading profits over income or appreciation.

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  • A precious metals strategy that invests in gold, silver, platinum, and palladium through physical holdings or commodity-linked derivatives, targeting short to mid-term gains.

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  • An energy focused strategy that invests in oil, gas, coal, and related fuels through physical assets or derivatives, aiming for short to mid-term trading profits.

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  • An industrial metals strategy that invests in aluminum, copper, nickel, and similar assets through physical holdings or derivatives, seeking short to mid-term trading gains.

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  • A conservative allocation strategy that invests 15% to 30% in equities, with the remainder in short to mid-term U.S. fixed income, rebalanced quarterly for stability and growth.

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  • A moderate allocation strategy with 30% to 50% in equities and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to support growth and income.

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  • A growth-focused allocation strategy with 50% to 70% in equities and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to maintain target exposure.

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  • An aggressive allocation strategy with 70% to 85% in equities and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to preserve target mix.

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  • A high-equity allocation strategy with 85% or more in stocks and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to maintain target exposure.

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  • A hybrid strategy that invests in convertible bonds and preferred stock to capture equity-like upside while preserving some of the income and safety of traditional bonds.

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  • A tactical allocation strategy that actively adjusts regional equity and bond sector exposures, targeting both growth and income with frequent, material shifts in positioning.

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  • A conservative target date retirement strategy for retirees that balances stocks, bonds, and cash to provide steady current income throughout retirement, customized to client goals.

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  • A world allocation strategy focused on capital appreciation and income through diversified exposure to stocks, bonds, and cash across developed global markets.

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