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The Advantage Plus Series Seeks to provide the benefits of broad diversification through risk-managed asset allocation strategies across a range of risk-return profiles via an SMA structure.
Seeking maximization of risk-adjusted returns via a combination of internally managed strategies offering dynamic risk management, "alpha" generating mutual funds selected through a proprietary research process, and ETFs in asset categories where active.
Seeks to provide risk-managed asset allocation strategies across a range of risk-return profiles offering the benefits of broad diversification in a unified managed account (UMA) format, a sophisticated design that combines multiple investment vehicles into a single account across multiple registrations.