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.

Past performance does not guarantee future results.

Investment Style

Offers two distinct and separate equity styles: a 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 [1] semiannually between Growth and Value

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

Focuses on investing in municipal bonds

Performance Highlights

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

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

[1] Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy.