Financial Advisors
For financial advisors seeking sub-advisors for single asset class strategies, we invite you to examine our Large Cap Core Equity and Equity Income strategies. These portfolios are traditional long-only equity portfolios seeking to outperform their benchmarks over a market cycle through intensive research, quantitative expected return modeling, and moderate security and sector concentration.

For financial advisors seeking sub-advisors for hedged equity strategies, we invite you to examine our two Active Buy-Write portfolio and the Long Stock-Long Index Puts portfolio. Both of these strategies seek to either enhance equity market returns, buffer market volatility, limit portfolio downside risk, or all three. These strategies trade off some upside return potential for the return enhancement and risk reduction.

For financial advisors seeking a strategy that offers principal protection with participation in rising equity markets, we invite you to examine our Portfolio Construction Strategies. These strategies combine fixed income investments with equity derivatives to create a portfolio that offers a component to limit downside risk at the maturity of the fixed income instrument while participating in equity market appreciation through the use of equity options. These strategies also limit upside potential in return for decreased downside exposure and greater certainty of a positive return over the term of the investment.