Model Portfolios & Strategies

Fixed Income Strategies

Our fixed income offerings include both taxable and tax-exempt strategies that serve clients’ needs across the maturity spectrum. Strategies are implemented in separately managed accounts that can be customized to help clients efficiently accomplish their unique goals and objectives.

TAXABLE FIXED INCOME

  • Cash Management
  • Short Term
  • Intermediate Term
  • Core
  • 1-10 Year
  • Insurance

TAX-EXEMPT FIXED INCOME

  • Cash Management
  • Short Term
  • Intermediate Term
  • Core
  • 1-20 Year
  • National
  • State Specific
  • State Preferred
  • State Best Efforts

Model Strategies & Direct Indexing

We actively manage ETFs in risk-based asset allocations that are designed to be core solutions. We also manage multi-asset income strategies that balance the search for income with managing portfolio volatility.

STRATEGIC MODEL SUITE

Our Strategic Models are a suite of investment strategies which seek to provide broad exposure to U.S. and international equities, and global fixed income.

    Global Allocation Series:  A model series providing broad-market global equities and fixed income exposure using index-based ETFs.

  • Tax-Aware Series:  A tax-efficiency-focused model series that leverages investment-grade municipal bonds and low turnover, as well as indexed global equities to retain returns.
  • Income Series:  An income-oriented portfolio that provides strategic exposure to high dividend yielding equities and fixed income, which overlay a core of global stocks and fixed income.

TACTICAL MODEL SUITE

Our Tactical Models are a suite of investment strategies which seek to combine strategic, long-term views with tactical tilts to create a diversified strategy to balance risk and return while navigating changing markets.

    Global Allocation Series: A model series providing broad-market global equities and fixed income exposure using index-based ETFs.

  • Tax-Aware Series:  A tax-efficiency-focused model series that leverages investment-grade municipal bonds and low turnover, as well as indexed global equities to retain returns.
  • Income Series:  An income-oriented portfolio that provides strategic exposure to high dividend yielding equities and fixed income, which overlay a core of global stocks and fixed income.

DYNAMIC MODEL SUITE

Our Dynamic Models are a suite of investment strategies which seek to combine our strategic, long-term views and tactical tilts with active fund managers to create a diversified strategy to minimize risk and maximize return while navigating changing markets.

    Global Allocation Series:  A model series providing broad-market global equities and fixed income exposure using active fund managers.

  • Tax-Aware Series:  A tax-efficiency-focused model series that leverages investment-grade municipal bonds and low turnover, as well as indexed global equities to retain returns.
  • Income Series:  An income-oriented portfolio that provides strategic exposure to high dividend yielding equities and fixed income, which overlay a core of global stocks and fixed income.

DIRECT INDEXING

  • Tax-managed direct indexed stock strategies
  • Custom portfolios that replicate risk and return profile of the S&P 500—or other index—with only 100 securities, while optimizing for tax-efficiency and other factors

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