Managed Account Strategies

Managed Account Strategies

Our SMA strategies are offered on institutional wirehouse and regional broker-dealer 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 allocation is strategically designed to deliver income by 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.


Concentrated Stock 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

Designed as a risk management strategy – as the market moves appreciably higher, the resulting risk-reward from market exposure declines.

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