Our Structured Portfolios are built on our beliefs in market efficiency, broad diversification, structured exposure to risk, and careful management of expenses and taxes.
A Decade of Growth and Experience
Our Structured Portfolios are designed as standalone, turnkey investment solutions. Comprised of open-end mutual funds, they provide broad global diversification both within and across asset classes. The Portfolios tilt toward the value, small cap, quality, low volatility and momentum factors to seek enhanced returns over time. Additionally, the Portfolios are overweighted toward U.S. equities and real estate investment trusts relative to their market caps. With investments in domestic and global investment grade bond funds, the fixed income allocation seeks to enhance returns through exposure to the maturity and credit factor premiums based on the model’s risk/reward profile.
To find out more about our Structured Portfolios, please contact your financial advisor.
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