Proprietary Portfolios

Our suite of solutions was developed with you in mind. No matter your investment priorities and objectives, we can create personalized solutions that maximize portfolio growth.

Concentrated Equity Alpha

Our flagship all-cap growth portfolio is comprised of approximately 25 competitively-advantaged, best-in-class companies with a long-term investment horizon.

Large Cap Yield

Our dividend-focused portfolio is comprised of approximately 30 large-cap stocks led by strong management teams, providing steady earnings growth, and offering superior yields.

Corporate Bond

Our bond portfolio offers a disciplined approach for mid- to long-term investors seeking portfolio stability by investing in corporate bonds that mature within two to ten years.