My Financial Goal(s): Invest for retirement

An ESG global bond and fixed-income strategy focused on long-term income from bonds and debt instruments issued by companies that meet strict ESG standards.

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

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

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.

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.

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.

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

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.

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

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

A world bond strategy that allocates 40% or more to foreign debt, primarily from developed markets. May include up to 20% in lower-quality bonds. Seeks income.

Invests in high-quality U.S. bonds with durations under one year. Excludes high-yield and international bonds. Seeks capital preservation and liquidity.

Seeks current income while minimizing price fluctuations. Uses wrap agreements to protect share value and reduce interest-rate volatility.

Primarily invests in investment-grade U.S. fixed-income securities. Duration ranges from 1.0 to 3.5 years. Designed for conservative investors.

A conservative bond strategy focused on short-term, investment-grade U.S. debt (1.0–3.5 yr durations), offering low volatility and reduced interest-rate sensitivity.

An income-focused strategy investing primarily in preferred stocks and perpetual bonds, with higher credit risk and longer duration than typical bond portfolios.

A tactical bond strategy using global fixed-income securities and derivatives like credit default swaps to seek income while minimizing short-term volatility.

A diversified multisector bond strategy investing across government, corporate, foreign, and high-yield sectors. Focused on generating current income, it typically holds 35%–65% in speculative-grade debt.

A long term bond portfolio emphasizing investment-grade U.S. corporate and fixed-income securities, designed to generate income while accepting higher interest rate sensitivity due to extended durations.

A long-duration bond strategy focused on U.S. government and agency-backed securities, aiming to minimize credit risk while accepting higher interest rate sensitivity for potential income.

An investment-grade bond strategy targeting intermediate durations, designed to balance income and interest rate risk by focusing on high-quality U.S. fixed-income securities.

A government bond strategy focused on stability and income, with intermediate durations and low credit risk by investing primarily in U.S. Treasury and agency-backed debt.

A fixed income strategy focused on preserving purchasing power through bonds whose principal adjusts with inflation, primarily issued by the U.S. Treasury.

A high yield bond income strategy focused on U.S. bonds rated BB or below, offering higher yield potential in exchange for greater credit and economic risk exposure.

An emerging markets local currency bond strategy investing in emerging market debt denominated in local currencies, seeking income and currency exposure across Latin America, Eastern Europe, Africa, and Asia.

A global emerging markets bond strategy focused on generating current income through diversified exposure to debt securities issued by emerging market countries worldwide.

A corporate bond strategy seeking higher income by focusing on U.S. and foreign company-issued debt, including a meaningful allocation to high-yield securities.

A floating-rate strategy focused on generating high current income by investing in bank loans that adjust with short-term interest rate benchmarks.

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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

A diversified emerging markets strategy focused on capital appreciation through broad exposure to equities—and select fixed-income securities—across Asia, Latin America, and other developing regions.

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

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

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.

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

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.

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

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.

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.

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.

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

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

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.

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.

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

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.