Equities
We offer a wide range of equity strategies across all spectrums, each one with varying return and risk objectives to meet the tolerances and needs of our investors. For each stock, our research analysts review the underlying company’s track record and valuation, and evaluate the stock’s potential for rising income. We develop an asset allocation strategy for you, help with stock selection, periodically review your portfolio, and advise on appropriate times to buy and sell. We also advise on special stock situations such as concentrated equities and stock investing programs. We promote a disciplined approach to investing.
Emerging Markets
These are investments in common stocks domiciled in countries that are typically excluded from definition of developed markets. These emerging markets usually have not been in existence for very long and may be volatile due to a number of unstable factors.
Global Equity
These equities maximize total US dollar return, consisting of capital appreciation and current income, by investing in a diversified portfolio of non-US equities, primarily large capitalization stocks of major developed countries.
Global Core Equity
A diversified approach to managing global equities that seeks to identify country markets which are expected to outperform or underperform the world markets. Invests primarily in non-US equities, primarily large capitalization stocks of major developed countries.
US Large Cap Core
Seeks long-term growth of capital and future income by investing in US equity securities of large-capitalization U.S. companies (meaning companies with a market capitalization of $8 billion or more) that the portfolio managers believe are undervalued by the market but have solid growth prospects.
US Large Cap Value
Large-value portfolios that invest primarily in large U.S. companies that are less expensive or growing more slowly than other large-cap stocks. Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow).
US Mid Cap Core Equity
These primarily seek long-term capital appreciation by identifying companieswith leading competitive advantages, as well as predictable and durable business models with management committed to increasing intrinsic value. These portfolios invest primarily in mid-cap companies and focus on mid-sized companies which are undervalued.
US Small Cap Equity
Generally outperforms recognized small capitalization indices (in particular the Russell 2000 Index) by investing in common stocks of U.S. companies with market capitalizations in the lower 15% of value of the Wilshire 5000 Equity Index. Captures the returns and diversification benefits of a broad cross-section of U.S. small companies. The market universe is comprised of companies listed on the New York Stock Exchange, American Stock Exchange, and NASDAQ National Market System.
US Large Cap Growth Equity
As a general guideline, the market capitalization is $10 billion or more for large caps. Stocks are identified that have the potential to deliver significantly higher growth than expectations over the next several years. The strategy has a clear signature of higher growth and higher momentum than its benchmark, the Russell 1000 Growth.
US Small Cap Growth Equity
Invests in companies determined to have strong business franchises and attractive competitive positions that generate rapidly rising earnings. Companies with projected earnings growth rates in the top 40% and ample trading liquidity are targeted. Seeks long-term capital appreciation by investing in a diversified portfolio of securities with market capitalizations below $2.5 billion.
Fixed Income
Private Client Advisors brings together broad inventory access, powerful analytics and institutional wholesale pricing and execution to deliver best in class fixed-income solutions to advisors and their clients. Private Client Advisors offers 14 Advisor-managed turnkey fixed-income portfolios. These portfolios meet the needs of a broad range of investors and are based on defined rules and strategy objectives that reflect the risk and return characteristics and the performance of a specified benchmark or index. These portfolios can be tailored to an investor’s specific target risk and return requirements.
