ACTIVE FUND STRATEGIES
Process Highlights
Each of the strategies will have funds to provide adequate diversification but will not go above a set amount to limit redundancy. Except for rare circumstances, we are investing client assets in institutional shares or the lowest cost share class.
We have a thorough screening process and each manager selected for a strategy is vetted on several different criteria. We monitor performance of fund managers and are ready to replace underperforming managers as needed. Every three months, or sooner if need be, the strategies are reviewed to see if changes need to be made. We utilize tactical asset allocation, changing the weightings between managers based on our own outlook and the outlook of third party research providers.
More detailed information about the construction process and parameters of each of the strategies is provided on a separate outline specific to each of the strategies.
We have a thorough screening process and each manager selected for a strategy is vetted on several different criteria. We monitor performance of fund managers and are ready to replace underperforming managers as needed. Every three months, or sooner if need be, the strategies are reviewed to see if changes need to be made. We utilize tactical asset allocation, changing the weightings between managers based on our own outlook and the outlook of third party research providers.
More detailed information about the construction process and parameters of each of the strategies is provided on a separate outline specific to each of the strategies.
Want to know more about Fund Strategies?
*The investment(s) discussed may not be suitable for all investors. Investors should make investment decisions based on their own specific investment objectives and financial circumstances.
**Additional information is available upon request.
***Any investment contains risk, including the risk of total loss, fluctuating prices and uncertain returns.
**Additional information is available upon request.
***Any investment contains risk, including the risk of total loss, fluctuating prices and uncertain returns.