Advantage Plus Series

 

Strategy Overview

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.

Advantage Plus Series Strategy

Strategy Summary

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.

Strategy Objective

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.

Portfolio Managers

Tom Samuelson, CFA, CMT
Chief Investment Officer
Kendall Dilley, CFA, CMT
Portfolio Manager

Strategy Information

  • Inception: August 2015
  • Category: Allocation - 70% to 85% Equity
  • Structure: Managed Account (SMA)

Strategy Family – Asset Allocation

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