Our customized products are available to Individuals, Foundations, Institutions and Non-Profit Organizations.
Customized Asset Allocation Portfolios:
These portfolios are designed for clients seeking a customized asset allocation strategy to fit the proper income/growth and risk reward strategy.
Total Return - Large Cap Value Separate Accounts:
Our quantitative Large Cap Value Total Return Strategy invests in Blue Chip companies we believe are undervalued and posses attractive valuations for appreciation and stable dividends.
Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, the personalized individual advice from the adviser or any other investment professional.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have (the) effect of decreasing historical performance results.