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Image by Maxime VALCARCE

DIFFERENT BY DESIGN

EQUITY INCOME SOLUTIONS

Offering both value and growth strategies,
focused on income and supported by
covered call premiums on
individual issues.

Image by USGS

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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