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Global Conviction


- All-cap core equity portfolio.

- Roughly 17-25% international exposure

- Made up the highest conviction positions from 6 contributing SMA managers.

- Three Large-cap managers, one mid-cap manager, one small-cap manager, and one international manager.

- 50 total stock holdings.

EIP


- Fully customized bond portfolios from tenor to yield.

- Semi-concentrated, high conviction portfolios with low portfolio turnover.

- Uses a proprietary screening model to find investments based on asset coverage, profitability, liquidity, cash-flow, and capital structure.

- Usually 25-30 holdings.

EIP Plus


- Fully customized bond portfolios from tenor to yield.

- Semi-concentrated, high conviction portfolios with low portfolio turnover.

- Uses a proprietary screening model to find investments based on asset coverage, profitability, liquidity, cash-flow, and capital structure.

- Usually 25-30 bond holdings PLUS 10-15% of the allocation to a mixture of 5-10 fixed income ETFs or funds such as REITs, BDCs, or MLPs for enhanced yield.



3P


- Fully customized bond portfolios from tenor to yield.

- Semi-concentrated, high conviction portfolios with low portfolio turnover.

- Uses a proprietary screening model to find
investments based on asset coverage, profitability, liquidity, cash-flow, and capital structure.

- Usually 25-30 holdings.

- 3P Strategies available for Treasury/Agencies, Corporates and Municipals.

3P Plus


- Fully customized bond portfolios from tenor to yield.

- Semi-concentrated, high conviction portfolios with low portfolio turnover.

- Uses a proprietary screening model to find investments based on asset coverage, profitability, liquidity, cash-flow, and capital structure.

- Usually 25-30 bond holdings PLUS 10-15% of the allocation to a mixture of 5-10 fixed income ETFs or funds such as REITs, BDCs or MLPs for enhanced yield.

Cash Management Bond Ladder


- Fully customized ultra-short bond portfolios from tenor to yield, with typical ladder of two years.

- Semi-concentrated, high conviction portfolios with low portfolio turnover.

- Uses a proprietary screening model to find investments based on asset coverage, profitability, liquidity, cash-flow, and capital structure.

- Usually 25-30 holdings.

- May include investment-grade bonds from multiple sectors including Treasury/ Agency, CDs, Corporates, and Municipals.



Fact Sheets