Long-only strategy that seeks to outperform core small cap indexes with less volatility and low tracking error
Long-only strategy focused on both growth and wealth preservation through investments across all market caps
Long-only strategy focused on long-term large cap opportunities with high quality bias and relative value tilt
WAYS TO INVEST
SEPARATELY MANAGED ACCOUNTS
We offer actively managed accounts to help meet your investment goals. The separately managed accounts (SMAs) are available to high net worth individuals and institutional investors who want personalized service and the opportunity for portfolio customization. If you're looking for personalization, transparency, and tax efficiency, consider an SMA.
SMArtX
We offer some of our strategies through SMArtX, which is the next evolution in managed accounts technology, catering exclusively to wealth advisors. The platform provides a single interface to manage traditional, alternative, and direct index strategies through a UMA/SMA structure.
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