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Intended for investors with low risk tolerance, the portfolio seeks to provide diversification benefits when added to higher volatility equity allocations via an SMA structure.
Risk management may be further enhanced through the use of exchange traded funds (ETFs) as well as hedge positions to manage interest rates and credit risk based on macro model input.
The strategy is offered in both tax-sensitive and qualified versions.
Seeking capital preservation with limited income generation and growth of principal close to the underlying long-term rate of inflation.