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Solutions

Managed Accounts

Gain from our robust managed account expertise personalized to your clients' goals.

Our professionally managed portfolios provide transparency and customization to enable you to efficiently meet your clients' objectives. Our solutions utilize asset allocation, risk management and portfolio construction expertise that seek to efficiently deliver enhanced risk-adjusted performance.

Key Benefits

Solutions for High Net Worth Investors

Customized portfolios comprised of individual equity strategies, funds and ETFs to meet a range of goals.1

Open Architecture Platform

Access to proprietary and third-party strategies across various asset classes.

Flexible and Transparent

A broad platform of solutions designed to help you achieve distinct client objectives with flexibility and transparency.

Related Products

Quality Dividend Focus Large-Cap Plus

Potentially delivers high dividend yield and consistent performance through an efficient investment process that targets high-quality companies to minimize unintended risks.

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Quality ESG

Designed to outperform by investing in high quality companies that are well positioned to manage their ESG risks and opportunities relative to their industry peers.

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Quality Large Cap Core

Designed to deliver outperformance by investing in a diverse portfolio of undervalued, high quality companies with positive momentum.

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Quality Low Volatility

Built in an attempt to strengthen a portfolio’s equity allocation by seeking to deliver more consistent equity returns, targeting 20% to 30% less volatility than the broad market.

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    Contact Us

    Interested in hearing more about our solutions?

    Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.

    1 Mutual Funds and Exchange Traded Funds (ETFs) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.