Consists of 30-50 ADR securities with market capitalizations over $1 billion and seeks income from international equity investment with a reasonable level of growth.

Consists of large capitalization stocks optimized with a quantitative process. The performance benchmark is the S&P 500 Index.

Consist of 15-20 U.S. based securities with market capitalizations over $1 billion and seeks growth by investing in companies that meet infrastructure, capital appreciation, or disruptive themes

Consists of 40–60 stocks with market capitalizations greater than $5 billion. The Top 10 positions, by weight, will range between 30-45% of the portfolio. The performance benchmark is the Russell 1000 Growth Index.

Consists of equity securities for capital appreciation and investment grade bond securities/exchange-traded funds for capital preservation to meet the client’s objectives.  

Consists of investment-grade bond securities and exchange-traded funds (ETFs) to meet capital preservation and income objectives.  

Consists of 30-50 U.S. based securities with market capitalizations over $1 billion, generating income with reasonable level of growth.