Managed Account Strategies
Managed Account Strategies
Our SMA strategies are offered on institutional wirehouse and regional broker-dealer WRAP & Non-WRAP platforms.
Enhanced Dividend Income Portfolio (EDIP)
Equity portfolio consisting of mega-cap, high-quality, blue-chip stocks diversified across the traditional 10 S&P 500 sectors. The strategy is designed to deliver income from dividend-paying stocks coupled with tactically selling short-term covered calls.
Growth & Income Portfolio (GRIP)
Equity portfolio consisting of companies whose earnings are expected to grow at an above average rate while also generating income by deploying a tactical covered call writing component.
Tactical Transition Strategy
A strategy designed to gradually transition an investor out of their concentrated stock position(s) while generating a steady income stream through tactical covered call writing.
Catholic Values Enhanced Dividend Income Portfolio
A portfolio committed to managing separate accounts in accordance with SRI Investment Policy guidelines adhering to faith-based investing.
Hedged ETF Portfolio
Seeks to achieve long-term conservative growth by constructing a managed portfolio of ETFs with a tactical allocation to the broad market, individual sectors, and multiple asset classes.
