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Total Return Strategy


- Globally diversified, multi-asset portfolio.
- Invests in various ETFs with focus on capital preservation.
- Max of 60% equities, remaining portfolio invested in fixed income and real assets.
- Tactical approach based on valuation, behavioral factors, and macro-economics.
- Beta of 0.33.

Conservative Strategy


- Globally diversified, multi-asset portfolio.
- Invests in various ETFs with focus on capital preservation.
- Max of 30% equities, remaining portfolio invested in fixed income and real assets 
- Portfolio manager, Steve Cucchiaro, has 25+ years of managing the strategy.
- Beta of 0.14.



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