Investment Objective
- Seeks to provide a predictable stream of current dividend and interest income and long-term capital appreciation
- Provides global exposure to asset classes while attempting to balance risk-adjusted returns
- Blends a comprehensive set of securities, active strategies, alternative instruments, and a proprietary Little House equity product (Core+)
Typical Investor
Individuals seeking global exposure to various asset classes, including individual equities and fixed income securities, as well as favorable risk-adjusted returns.
How this Strategy is Managed
Our Core Maximizer Global strategy offers unique diversified exposure to domestic and international markets through a wide range of equity and fixed income products. Through carefully selected and well-researched emerging and developed market mutual funds, we can lessen a client’s dependence on U.S markets to capitalize on the growth of the global economy. The strategy’s allocations toward Core+ and Fixed Income allows for investment income and modest capital appreciation. Our well-structured Fixed Income allocation is blended across various maturities and sectors for optimal capital preservation. Our dynamic modeling portfolio management systems allow for investment models to automatically update across all client accounts to capture daily pricing actions.