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DIFFERENT BY DESIGN
EQUITY INCOME SOLUTIONS
Offering both value and growth strategies,
focused on income and supported by
covered call premiums on
individual issues.
LOW VOLATILITY SOLUTIONS
Focus on low volatility stocks with low beta, enhanced through dynamic screening, seeking to maximize upside capture and to minimize downside capture.
Click on each solution to access its corresponding investment materials:
SOLUTION
CATEGORY
FORMAT
BENCHMARK
CONCENTRATION
Low Volatility
Low Volatility
Low Volatility
Equity Income
Equity Income
Equity Income
SMA, UMA
SMA, UMA
SMA
SMA
SMA
SMA
S&P 500 TR Index
S&P 1000 TR Index
S&P 500 TR Index
CBOE S&P 500 BuyWrite Index
CBOE S&P 500 BuyWrite Index
CBOE S&P 500 BuyWrite Index
30-40 Securities
30-40 Securities
30-40 Securities
20-40 Securities
20-40 Securities
11 Securities
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