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Strategies

Specialty

Strategic Income Plus

Objective

The Strategic Income Plus strategy is predominantly a high-quality diversified mix of global assets structured to achieve high income and excess return with a reduced correlation to traditional asset classes and managed to outperform the benchmark Bloomberg Barclays U.S. Aggregate Index.

Investment Approach

  • Global, flexible approach allows tactical changes among a variety of income producing asset classes
  • Emphasis is placed on high quality, relative value and high current income
  • Top down macro perspective along with bottom up security selection analysis
  • Correlation analysis between asset classes has led to a portfolio with low correlation to both stocks and bonds

GlobalFlex ETF Portfolio

Objective

The GlobalFlex ETF Portfolio is a diversified mix of asset classes utilizing a flexible blend of ETFs. The portfolio provides rebalancing and a focus on return/risk in an effort to outperform a benchmark blend of the FTSE All World (50%) and the Bloomberg Barclays U.S. Aggregate Index (50%).

Investment Approach

  • An active and flexible asset allocation approach that allows tactical changes among a variety of ETFs within various asset classes
  • Optimize utilization of key asset classes
  • Normal rebalancing against tactical targets
  • Low cost ETFs may enhance portfolio performance over time
  • Focus on risk management

Preferred Securities SMA

Objective

The Preferred Securities SMA strategy is an actively managed portfolio that seeks a unique total return experience through high current income and capital appreciation by investing in various sectors of the preferred market. The strategy seeks to outperform the Wells Fargo® Hybrid and Preferred Securities Aggregate Index.

Investment Approach

  • Preferreds have demonstrated low correlation to equity and fixed income markets which can enhance an investor’s return per unit of risk
  • An actively managed strategy with consistent, risk aware security selection
  • Yield focus, with relative value approach
  • Experienced tenured team researching:
    • Call provisions
    • Conversion features
    • Collateral components
    • Duration characteristics
    • Issuer credit and balance sheet trends
  • Critical trade execution and monitoring with a focus on exchange traded preferreds
  • Flexibility to adjust as the market moves