Our Products

We have demonstrated the ability to tailor products to our clients' needs. 18 AM current products and model portfolios fall into three categories of style exposures:

  • Mandates with a single, static style exposure, ie a Growth fund.
  • Mandates with diversified, static style exposures where the style allocations have set weights and ranges, ie a 50/50 Value/Growth hybrid portfolio.
  • Mandates with diversified, dynamic style exposures where style allocation weights and ranges are determined through a systematic process on a regularly scheduled basis, ie a style rotation portfolio.