My Financial Goal(s): Save for college

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.

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 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.