Wouldn’t it be nice if there was a little more YOU in YOUR portfolio?
Our new streamlined investment strategy was designed with your needs in mind. We’ve made it possible for you to tailor an investment strategy that matches your unique goals, interests, and values.
Our enhanced investing offering includes:
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Factor-based investing with primary emphasis on Value, Momentum, and Quality (and minor emphasis on Size) -
Opportunities to invest in individual stocks and ETFs through Separately Managed Accounts -
Strategic Tax Management -
Values/Impact-based investment initiatives -
Opportunities for exposure to emerging innovations and digital assets -
Strategies for focusing on income by investing in dividend-focused stocks
So, what does this mean?
We are now offering more opportunities for growth and diversification (through the incorporation of Momentum strategies) without losing sight of protecting your long-term performance objectives. We are also providing our clients with the opportunity for more customization and choice through Separately Managed Accounts.
More Growth Opportunity
Better Tax Management Strategy
More Customization
RESULT: More YOU in YOUR portfolio
We’ve built upon our existing client-focused investment approach to give you expanded opportunities for customization in various ways.
Here are just a few examples of what’s possible:
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Own more investments that are consistent with your personal values and the impact you’d like to produce in the world -
Get tax management tailored to your individual needs -
Choose an equity allocation that tilts more toward dividend income -
Enter the digital asset space and gain exposure to innovative technologies
Your investment goals matter, and helping you achieve them is our utmost priority.
With sophisticated tools and offerings, we hope to add more value to our clients’ portfolios –and to their lives, too.
If you have questions about our new investing offerings, or how these opportunities might align with your portfolio needs, we would be happy to speak with you.
Check out our 7-article series designed to break down exactly how our enhanced investing approach serves our clients.
It’s built upon our existing client-focused framework and meant to help you put a little more YOU in YOUR portfolio.
Which is Sturdier – A Three-Legged Stool or a Four-Legged Chair?
Investing in Stocks and ETFs through Separately Managed Accounts
Client Benefits from Research Groups with Targeted Expertise
Investing in Emerging Technology, Innovation, and Digital Assets
Impact Investing and Values-Based Investing
Tax Management Overlays and Tax Loss Harvesting
