Wealth Management Strategy Selection

Education is the key to transparency and we want to help you understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan so you can live your life by design, not by default.


Disciplined Investment Management

Disciplined investment strategies are the foundation of our investment management process, which are built to a specific model based on your Family Index Number. Our process-driven, time-tested strategies are managed by our Investment Committee, comprised of a dedicated team of portfolio managers as well as fundamental and technical analysts and strategists.

Irreplaceable Capital

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Advance & Protect

  • Tactical, actively managed, absolute return
  • Disciplined, repeatable 4-step investment process
  • Downside protection focused

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Swan Defined Risk

  • Absolute return
  • Market neutral
  • Downside protection focused

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AP20

  • Tactical, actively managed, absolute return
  • Disciplined, repeatable 4-step investment process
  • Downside protection focused

Yield

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Day Hagan Tactical Dividend

  • Dividend yield focused
  • Tactical
  • Long only equity

Eaton Vance

  • More allocation options for clients
  • Fee flexibility and increased competitiveness
  • Customizable and scalable

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Fixed Income

  • Tactical fixed income management
  • Price appreciation after capital preservation

Strategic Income Model

This strategy may be appropriate for those looking to generate income through various investment opportunities in the bond market.

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Write Income

  • Yield focused
  • Sector weighted

Growth

All Seasons Tactical

As the markets move up and down, All Seasons Tactical is designed to navigate these changes. This strategy attempts to invest in stocks and bonds that are moving up while avoiding those going down.

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Focused Energy

  • Fundamentally driven, all equity strategy
  • Seeks to capitalize on growth in unconventional energy

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Global Horizons

  • Fundamentally driven
  • Invests in domestically listed equities

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LongTerm Trend

  • Fundamentally driven, all equity strategy
  • Large-cap growth focused
  • Positioned to potentially benefit from secular trends

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Perennial Growth

  • Fundamentally driven
  • Small to mid-cap growth focused
  • Invests in high quality firms with secular growth

Specialty Strategies

Passport Select

A strategy for qualified investors that offers differentiated and unique investment options.

Relative Value Fund

This fund may be appropriate for investors seeking a unique way to diversify their portfolios with a differentiated, multi-manager approach.

Strategic Alternative Model

This strategy could be appropriate for those looking to invest in nontraditional assets.

Spectrum Allocation

Pure Market Blend

  • Allows for different risk allocations
  • Driven by global macroeconomic indicators
  • Provides flexibility in building portfolios

Diversified Blend

  • Additional solutions for clients
  • Small account eligibility
  • Low turnover and internal costs

Benchmark

  • High correlation to indices
  • Broad market equity and fixed income exposure
  • Tailored for income with moderate growth

Total Market Tilt

This strategy emphasizes a portfolio with characteristics designed to increase allocations towards key factors.

Global Macro

  • Overweight areas with probability of success; underweight areas of weakness
  • Driven by global macroeconomic indicators
  • Tailored for income with moderate growth

Trend

  • Risk adjusted returns through strategic allocations
  • Tactical overlay to adapt to changing markets
  • Tailored for income with moderate growth

Wealth Designed. Life Defined.®

Our process for uncovering your True Wealth is thorough, precise and personalized. We call our approach the “Wealth Designed. Life Defined.” process – to help you understand our methodology in helping you reach a higher purpose for your wealth. Explore services