Retirement Planning

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.

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

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

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.

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.

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

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

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

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.

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

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

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

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.

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.

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 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.

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 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.

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

A high yield municipal bond strategy focused on generating high levels of tax-free income by investing in below-investment-grade or unrated high-yield municipal securities.

A California-focused municipal bond strategy designed to generate federally and state tax-exempt income through intermediate-duration bonds, offering stable returns with low volatility.

A California-focused municipal bond strategy seeking high tax-exempt income through long-duration bonds, offering greater yield potential with increased interest rate sensitivity.

A Massachusetts municipal bond strategy focused on generating federally and state tax-exempt income through diversified bond durations, offering stable, tax-efficient cash flow.

A Minnesota municipal bond strategy designed to deliver federally and state tax-exempt income through diversified bond durations, prioritizing consistent, tax-efficient cash flow.

A diversified municipal bond strategy focused on generating federally tax-exempt income, with intermediate-duration holdings across states and sectors to reduce risk and enhance stability.

A long-duration municipal bond strategy designed to produce federally tax-exempt income, with diversified exposure across states and sectors to reduce risk while targeting higher yields.

A short-duration municipal bond strategy focused on preserving capital and generating federally tax-exempt income, with broad diversification across states and sectors.

A state-specific municipal bond strategy designed to generate federally and New Jersey tax-free income, using diversified bond durations to meet income-focused goals.

A New York-focused municipal bond strategy offering federally and state tax-free income, built on intermediate-duration bonds to meet income needs with modest interest rate risk.

A long-duration New York municipal bond strategy delivering federally and state tax-free income, designed for residents seeking higher yields and willing to accept greater interest rate sensitivity.

An Ohio-focused municipal bond strategy designed to deliver tax-free income at both the federal and state levels, ideal for residents seeking steady, tax-efficient cash flow.

A Pennsylvania municipal bond strategy focused on delivering tax-free income at both the federal and state levels—designed for residents seeking reliable, tax-efficient income.

A single-state municipal bond strategy targeting intermediate-term bonds—offering tax-free income at both federal and state levels for residents of the issuing state.

A long-duration, single-state municipal bond strategy designed to provide tax-free income at both the federal and state level for residents of the issuing state.

A short-duration, single-state municipal bond strategy focused on preserving capital while providing tax-free income for residents of the issuing state.

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

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

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 short-term fixed-income high yield money market strategy designed to preserve capital and provide current income by investing in high-yield money market securities and maintaining a stable NAV.

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.

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

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.

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 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.

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

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

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.

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

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

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

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.

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.

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

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

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