Strategies for Registered Investment Advisors and High Net Worth Individuals
Large Cap A large cap strategy that invests in companies with superior earnings growth and selling at attractive valuations.
Dividend Select A more conservative, dividend-focused approach for investors. This strategy is designed to be a “sleep at night” portfolio to help investors build wealth and keep it.
Mid Cap A mid cap strategy using a blend of quantitative and fundamental research.
SMID Cap A SMID cap strategy using a blend of quantitative and fundamental research.
Small Cap A small cap strategy that looks to uncover improving fundamentals at companies that exhibit above-average growth prospects.