Multi-asset

Spectrum Moderate Growth Strategy

The strategy seeks a combination of capital appreciation and current income by investing in select underlying funds that collectively provide exposure to stocks, bonds, and alternative investments.

Competitive advantages

Advanced portfolio construction

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

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.

Downside risk management

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

Investment approach

Laser focused on investor outcomes

A comprehensive range of strategies enables portfolio growth, preservation, and income generation.

The team manages a wide range of multi-asset investment strategies, including absolute return, benchmark-relative, income, overlays, and liquid alternatives.

Expertise in implementing bespoke solutions.

The team works closely with the Solutions team to deliver exceptional, customized solutions that attempt to achieve their clients’ desired outcomes.

A transparent, robust, and efficient process guides portfolio construction.

The team uses an innovative risk-based portfolio construction approach to balance risk across growth, inflation, and interest rates to the greatest extent possible.

1 of 3

Composite performance

Average annual returns

Average annual returns

(as of 6/30/2025)
10/1/2004
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Composite (Gross)
2.91
6.46
6.57
10.91
10.51
7.75
6.86
6.47
Composite (Net)
2.88
6.37
6.39
10.52
10.12
7.37
6.49
6.10
Benchmark
2.89
6.04
6.73
11.31
10.44
7.16
6.55
6.37

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


Calendar year

Calendar year

2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Composite (Gross)
10.77
13.85
-15.14
13.26
16.57
15.42
-4.24
12.07
6.40
0.03
Composite (Net)
10.38
13.46
-15.44
12.87
16.16
15.02
-4.58
11.69
6.03
-0.32
Benchmark
9.86
14.21
-14.75
10.15
14.33
16.41
-2.99
10.96
5.82
0.01

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


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.

View Team
Petros

Petros Bocray

Portfolio Manager
Travis

Travis Keshemberg

Portfolio Manager

Key risks

Market risk: Security markets are volatile and may decline significantly in response to adverse issuer, regulatory, political, or economic developments with different sectors of the market and different security types reacting differently to such developments.

Equity securities risk: Equity securities fluctuate in value and price in response to factors specific to the issuer of the security, such as management performance, financial condition, and market demand for the issuer's products or services, as well as factors unrelated to the fundamental condition of the issuer, including general market, economic, and political conditions.

Debt securities risk: Debt securities are subject to both credit and interest rate risk. Credit risk is the possibility that the issuer or guarantor of a debt security may be unable, or perceived to be unable or unwilling, to pay interest or repay principal when they become due, and credit risk increases as an issuer’s credit quality or financial strength declines. Interest rate risk is the possibility that interest rates will change over time such that when interest rates rise, the value of debt securities tends to fall and the longer the terms of the debt securities held the greater the impact of this risk.

Small-cap securities risk: If a strategy invests in the securities of smaller-capitalization companies, these securities tend to be more volatile and less liquid than those of larger companies.

High yield risk: If a strategy invests in high yield securities (commonly known as junk bonds), these securities are considered speculative and have a much greater risk of default or of not returning principal and their values tend to be more volatile than higher-rated securities with similar maturities.

Foreign securities risk: If a strategy invests in the securities of non-U.S. issuers, these investments may be subject to lower liquidity, greater price volatility, and risks related to adverse political, regulatory, market, or economic developments and may be affected by changes in foreign currency exchange rates.

Investors should know that this strategy deployed may be subject to additional investment risks. For important information about the investment manager, please refer to Form ADV Part 2.

Contact Us

We look forward to helping you with your investment needs

 

More Contact Options