- 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 through a comprehensive set of passive and active strategies
Individuals seeking global exposure to various asset classes with an account size less than $250K. Investors will not hold individual stocks and bonds but will still partake in the markets.
How this Strategy is Managed
Our Smart Active/Passive Global Strategy offers unique diversified exposure to domestic and international markets through a wide range of equity, fixed income products, and alternatives. 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. Our investment team works to assure this strategy offers in-depth exposure to a wide range of geographies, industries, and asset classes through a variety of un-correlated securities for strong risk-adjusted returns. Our dynamic modeling portfolio management systems allow for investment models to automatically update across all client accounts to capture daily pricing actions.