Advisor Solutions
Advisor Solutions

STRATEGIES FOR FINANCIAL ADVISORS

Through our deep investment management and strong research capabilities, we have built long-lasting relationships with some of the most reputable financial services firms in the country. These firms have benefitted from our breadth of expertise in domestic/international equities and fixed income strategies.

Domestic Equities

We offer a diverse array of domestic equity strategies across market cap ranges and styles. We utilize a disciplined aprroach, focused on identifying attractive individual securities.

To learn about our Small Cap expertise across the globe, click here.

  • Micro Cap

    FACTSHEET |

    • Assets: $3.9 million
      Inception Date: 7/1/2008

      Our Micro Cap equity portfolio utilizes a systematic approach to investing in micro cap companies in the United States. The portfolio consists of companies with a market capitalization typically in the range of the Russell Microcap® Index.

  • Small Cap

    FACTSHEET

    • Assets: $338.3 million*
      Inception Date: 1/1/02

      Our Small Cap equity portfolio utilizes a core investment approach and consists of companies with a market capitalization that does not typically exceed the largest market capitalization company in the Russell 2000® Index.

  • Small Cap Value

    FACTSHEET |

    • Assets: $607.2 million*
      Inception Date: 1/1/08

      Our Small Cap Value equity portfolio utilizes a value investment approach and consists of companies with a market capitalization that does not typically exceed the largest market capitalization company in the Russell 2000® Value Index.

  • Small Cap Value Concentrated

    FACTSHEET

    • Assets: $59.2 million*
      Inception Date: 7/1/14

      A concentrated strategy based on the highest-conviction names in the Small Cap Value strategy. The portfolio will typically hold less than 30 securities.

  • Small Cap Value Dividend

    FACTSHEET |

    • Assets: $901.7 million*
      Inception Date: 7/1/1999

      Our Small Cap Value Dividend equity portfolio utilizes a value investment approach and consists of dividend-paying companies with a market capitalization typically in the range of the Russell 2000® Value Index.

  • Small Cap Growth

    FACTSHEET |

    • Assets: $70.3 million*
      Inception Date: 11/1/2011

      Our Small Cap Growth equity portfolio utilizes a growth investment approach and consists of companies with a market capitalization typically in the range of the Russell 2000® Growth Index.

  • SMID Cap

    FACTSHEET

    • Assets: $118.8 million*
      Inception Date: 7/1/02

      Our SMID Cap equity portfolio utilizes a core investment approach and consists of companies with a market capitalization between $100 million and $10 billion. The resulting portfolio will typically consist of 65 to 85 stocks.

  • SMID Cap Value Dividend

    FACTSHEET |

    • Assets: $23.6 million*
      Inception Date: 4/1/2005

      Our SMID Cap Value Dividend equity portfolio utilizes a value investment approach and consists of dividend-paying companies with a market capitalization typically in the range of the Russell 2500™ Value Index.

  • Mid Cap

    FACTSHEET

    • Assets: $20.5 million*
      Inception Date: 7/1/96

      Our Mid Cap model universe consists of companies that have a market capitalization between $1 billion and $30 billion. We seek to invest in companies with high return on investment (ROI) that are trading at a 20% discount to our proprietary intrinsic valuation.

  • Mid Cap Value Dividend

    FACTSHEET |

    • Assets: $84.3 million*
      Inception Date: 1/1/1998

      Our Mid Cap Value Dividend equity portfolio utilizes a value investment approach and consists of dividend-paying companies with a market capitalization typically in the range of the Russell Midcap® Value Index.

  • Large Cap Dividend

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    • Assets: $8.4 million
      Inception Date: 1/1/2017

      Our Large Cap Dividend equity portfolio combines proprietary quantitative screening and independent fundamental research to invest in well-established companies with the potential to grow their dividend streams over time and with a market capitalization typically in the range of the Russell 1000® Index.

  • All Cap

    FACTSHEET |

    • Assets: $3,026.6 million*
      Inception Date: 4/1/87

      Our universe consists of companies that have a market capitalization in excess of $1 billion. We seek to invest in companies with high return on investment (ROI) that are trading at a 20% discount to our proprietary intrinsic valuation.

  • All Cap Concentrated

    FACTSHEET

    • Assets: Less than $5 million*
      Inception Date: 7/1/14

      A concentrated strategy based on the highest-conviction names in the All Cap strategy. The portfolio will typically hold less than 30 securities.
    • *As of 12/31/18
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