Separately Managed Accounts

Security and Transparency

Our Four Model Portfolios


Aggressive Equity is most appropriate for investors who are willing to accept above average volatility in the pursuit of excess market returns.  Cumulative outperformance of 67.05% versus benchmark S&P 500 TR 2013-June 2018.

Outperformance

67.05%

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Moderate Growth is suitable for investors who can accept some level of expected stock market volatility while seeking above average growth. Cumulative outperformance of 46.57% versus benchmark 70% S&P 500 TR  + 30% Barclay Aggregate Bond Index  2013-June 2018.

Outperformance

46.57%

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Balanced Portfolio is suitable for investors that need growth but want to diminish volatility and stock market exposure. Cumulative outperformance of 37.75% versus benchmark 50% S&P 500 TR  + 50% Barclay Aggregate Bond Index  2013-June 2018.

Outperformance

37.75%

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Conservative Portfolio is designed for investors who want positive inflation adjusted returns with a minimum level of stock market exposure. Cumulative outperformance of 35.27% versus  benchmark 30% S&P 500 TR  + 70% Barclay Aggregate Bond Index  2013-June 2018.

Outperformance

35.27%

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