Tactical Strategies

Fundamental strategies

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TACTICAL STRATEGIES

The Tactical Strategies are matched to an investor’s objective, risk profile and desired exposure. Each strategy adapts to the market environment, optimizing the risk exposure of the portfolio. All strategies have the ability to shift to 100% cash to provide downside protection in volatile markets.

Tactical Multi-Asset Income

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Deploys a mix of U.S. bonds, foreign bonds, U.S. stocks and alternatives to achieve a broadly diversified portfolio with the ability to opportunistically become more aggressive in certain market conditions.

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FUNDAMENTAL STRATEGIES

Our Core Solutions offer an array of income and growth-focused portfolios designed to suit a wide range of risk/return objectives.

Dividend Income

A bottom-up equity strategy relying on careful, concentrated stock selection to generate income.  Dividend Income seeks to provide above-average income relative to the S&P 500 that grows over time. The portfolio contains approximately 30-40 stocks. Dividend Income is typically fully invested, but can have up to 10% cash.

 

Balanced Income

A balanced portfolio with 60% of assets in mostly dividend-paying stocks and 40% in a diversified basket of income-oriented exchange-traded funds (ETFs).

 

ESG Dividend Income

Seeks to provide above-benchmark income by investing in a concentrated portfolio of approximately 30–40 equity holdings, which have passed environmental, social and corporate governance (ESG) screens.