Multi-asset

Growth Balanced Strategy

The strategy pursues total returns by using a multi-manager approach to principally invest in a portfolio of equity and fixed income securities, including small-company stocks, international stocks, and inflation-indexed bonds.

Competitive advantages

Gears

Advanced portfolio construction

The team uses proprietary risk-based portfolio construction techniques that are transparent, diversified, efficient, and robust.

Asset

Tactical asset allocation (TAA)

The team is one of the longest-tenured global TAA managers, with a proven track record of adding value for clients since 1980.

Low Volatility

Downside risk management

Innovative risk management strategies since 2015 have helped preserve capital while considering cost, consistency, and reactivity.

Our team
Meet the investment team

The team’s culture is a differentiating strength and includes a rich variety of backgrounds, thinking, and complementary skill sets.

Contact Us

We look forward to helping you with your investment needs