We use firms with a quality track record, whose investment management methodology is one we can stand behind. We ensure that the holdings within the portfolios are well-diversified, liquid, and that trading costs to our clients are minimized. We believe high turnover in a model is a significant cost in the long run and a drag on performance, so we seek out portfolios with a low turnover. For each portfolio strategy used, we ensure that the overall cost of the portfolio is competitive and valuable to our clients.
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