Diversified Blend

The Diversified Blend strategies are global, multi-asset class strategies with exposure to domestic as well as international developed and emerging markets equities along with a comprehensive allocation to fixed income. The strategy uses Exchange Traded Funds (ETFs) to achieve broad, global exposure in a balanced allocation for clients with a Conservative, Moderate or Growth investment objective. The Diversified Blend strategy has the flexibility to serve as the core of a portfolio or as a complement to existing strategies.



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