The Core Series Portfolios are zero-strategist fee, open architecture strategies that provide a solution for clients based on an investor’s risk tolerance and time horizon. This suite offers five portfolios ranging from Conservative to Aggressive, offering exposure to Equity, Fixed Income, and Cash. Equities are viewed in three segments – U.S. Equity, International Equity, and Thematic Equity. While the U.S. Equity and International Equity sleeves establish the foundation of the asset class, the Thematic Equity sleeve provides focused exposure to select themes we believe may be disrupting various market segments. The portfolio suite is updated dynamically, using short term tactical tilts between asset classes to position the portfolios for the macro environment.
