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Multi-Asset Strategy

Multi-Asset Strategy

For clients seeking a diversified investment portfolio of multiple asset classes, we build a portfolio across world markets, market capitalizations, and securities. Our asset class specialists utilize their industry expertise to provide best-in-class manager selection and create portfolios with the best expected return to risk characteristics.

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Multi-Asset Strategy


Our team acts as a collaborative partner, tailoring our portfolio solutions to incorporate each clients’ risk tolerances and return objectives to create an efficient and diverse portfolio. 
 

Portfolio Objectives


The Asset Allocation within the Multi-Asset Strategy program is built upon three main principles:

  • Goals Based Asset Allocation
  • Diligent & Diversified Investment Selection
  • Dynamic Portfolio Monitoring

Multi-Asset Strategy Overview

TOTAL AUM/AUA

$3.2 BILLION

INVESTMENT TEAM

9

As of December 31, 2023

Meet The Team