Strategic Multi-Asset Portfolios (MAPs)

Multi-Asset Portfolios (MAPs) offer investors the opportunity to diversify by combining more then one investment style into one advisory account.

Multi-Asset Portfolios offer investors such benefits as:

Minimal Security Overlap: MAPs seek to reduce company and industry specific risk by minimizing security overlap across equity styles.

Strategic Portfolio Rebalancing*
Rebalancing a portfolio can reduce risk without necessarily sacrificing returns, and can offer the opportunity for added downside protection.

Portfolio Flexibility
Flexibility to maintain a security's cost basis should a security switch, for example, from a growth to a value style.

Multi-Asset Portfolios

Global All-Cap
Global All-Cap (with or without Alternative Strategies)
Global Balanced (with or without Alternative Strategies)
Global Equity Large Cap Core
Global Equity Large/Small Cap
Global Multi-Cap
Global Multi-Cap Plus Fixed Income (with or without Alternative Strategies)
Global Tactical Allocation
US Balanced
US Balanced Income
US Equity Large Cap Core
US Equity Large/Small Cap
US Multi-Cap