- Seeks to deliver 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 (Absolute Opportunity+)
Individuals seeking global exposure to various asset classes, including individual equities and fixed income securities, as well as long-term capital appreciation.
How this Strategy is Managed
Our Growth 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 allocation toward Absolute Opportunity+ allows for opportunistic, growth-oriented 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.