Strategies: Long-Term Growth

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

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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

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.

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.

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

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

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

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

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.

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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.