Product Offerings Satisfy a Range of Objectives

A full range of investment strategies are available, which we are able to customize to satisfy each client’s investment objectives — from preservation of capital to income generation to income and capital appreciation to growth of capital. Strategies are available in customized, separately-managed accounts, private investment funds (available only to certain qualified investors) and mutual funds.

Overview





1) Global Dividend Growth separately managed account strategies include Global Dividend Growth and Concentrated Global Dividend Growth.

2) International Growth separately managed account strategy includes EAFE+ Growth.

3) Taxable separately managed account strategies include Taxable Total Return, Taxable Intermediate Duration (U.S. Gov't), Taxable Intermediate Duration (Gov't/Corp.), Taxable Short and Return Plus.

4) Tax-exempt separately managed account strategies include Municipal Total Return, Municipal Intermediate Duration, Municipal Short Duration and Municipal 7 Year.

Interests in the private investment funds are offered to a limited number of institutional and other sophisticated investors who qualify as "accredited investors" as defined in Rule 501(a) of Regulation D of the Securities Act of 1933. This information does not constitute an offer to sell interests in any fund, nor is it intended to invite or permit the making of offers to purchase interests in a fund. Many restrictions that are customarily adopted by mutual funds have not been adopted by the private investment funds. The funds are not intended to present a balanced investment plan or a complete investment program. There can be no assurance that a fund will achieve its objectives, and a fund could have substantial declines in the value of its portfolio securities.

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The content herein is for informational purposes only without regard to any particular user's investment objectives, risk tolerances or financial situation and does not constitute investment advice, nor should it be considered a solicitation or offering to sell securities or an interest in any fund.