Rigorous assessment supports a disciplined approach

To craft our custom investment portfolios, we start with an expansive universe of more than 120,000 individual offerings. We then subject them to a five-step selection process with 11 screening dimensions to choose the top 100 funds ranked by our criteria. Those funds are the building blocks of our custom portfolios, combined and layered to help produce diversified portfolios to suit a variety of investment needs.

To maintain quality, each quarter, our investment committee meets to assess performance and to propose new portfolio offerings, when necessary, to meet clients’ specific needs. Then, portfolios may be adjusted based on recent performance, research, future-looking market assumptions and the strategy team’s conviction.

Fund selection process

1. Start with more than 120,000 exchange traded funds, mutual funds, institutional money managers and alternative investments. Select only the top half based on relevant metrics and returns. 
2. Screen remaining funds through 11 strict performance metrics, discarding any that fail to meet the high bar and sort the remaining as ideal funds or acceptable funds.
3. Screen remaining funds for both quantitative and qualitative metrics set by our investment committee, including a preference that the fund/manager has at least $75 million under management.
4. Exclude funds where the manager does not have at least a two-year track record.
5. Exclude funds without at least a three-year performance history.

Past performance is not indicative of future results. There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital. Asset allocation and diversification do not guarantee a profit nor protect against loss. Alternative investment strategies involve greater risks and are not appropriate for all investors.