This versatile strategy can be employed as either an equity or fixed-income strategy, depending on the investor’s long- and short-term goals. A distinct set of holdings is carefully selected for each investment type.

Investment Style

Offers two distinct and separate equity styles: a unique Core approach with Growth and Value portfolios in one account

Growth holdings have rising earnings tied to pricing power and enjoy an economic tailwind; value holdings are financially sound mega-caps with high and growing dividend yields

Automatically rebalances semiannually between Growth and Value

Performance Highlights

The strategy’s goal is to provide solid performance and protection of principal

Focuses on investing in high-quality government/agency and municipal bonds

Primarily characterized as an intermediate fixed-income investment style with investment-grade bonds

Uses a top-down approach and internal research to formulate economic and interest rate forecast. These forecasts function as a foundation to develop the maturity, sector allocation, and duration targets