Discover Our Diverse Portfolio

Equity, ETF, Global, Popular, U.S. Person, USD

Global Equity ETF (US Tax)

February 4, 2024

A core, globally diversified equity strategy that uses ETFs to own the market at low cost. A standard bearer for time in market, rather than timing the market - this strategy is at the core of many of our clients' portfolios.

Equity, ETF, U.S., U.S. Person, USD

US Focused Equity ETF

February 4, 2024

A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes, with an emphasis placed on maximizing growth.

Equity, Global, Multiple, Non-U.S. Person, Popular, Single Stock, U.S. Person

Global Brands

February 4, 2024

Exposure to large and stable household names globally – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base.

Equity, Global, Multiple, Non-U.S. Person, Single Stock, U.S. Person

Global Equity Income

February 4, 2024

Large cap global equity portfolio that offers above-average dividend income and defensive characteristics.

Asia Pacific, Equity, Multiple, Non-U.S. Person, Popular, Single Stock, U.S. Person

Asia Leaders

February 5, 2024

A high conviction stock portfolio targeting leading Asian stocks. As Asia transitions from an export manufacturing hub to a global driver of consumptions, Asia's leaders today may become the global leaders of tomorrow.

Equity, Non-U.S. Person, Single Stock, U.S., U.S. Person, USD

US Brands

February 4, 2024

Exposure to large and stable household names globally – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base.

Equity, Non-U.S. Person, Single Stock, U.S., U.S. Person, USD

US Equity Income

February 4, 2024

Large cap U.S. listed equity portfolio that offers above-average dividend income and defensive characteristics.

Equity, Non-U.S. Person, Single Stock, U.S., U.S. Person, USD

US REIT

February 4, 2024

“Buy land, they’re not making it anymore.” A diversified portfolio of US listed real estate that seeks to generate a yield higher than the broader equity market.

Equity, Europe, Multiple, Non-U.S. Person, Single Stock, U.S. Person

Europe Equity Income

February 5, 2024

Large cap European equity portfolio that offers above-average dividend income and defensive characteristics.

Asia Pacific, Equity, ETF, U.S. Person, USD

Asia ETF (US Tax)

February 5, 2024

Asia is the fastest growing major economic region in the world and will remain so, yet most investors have minimal exposure due to the make-up of global indices, which are largely constructed by Western index providers; ~50% of GDP but only ~20% of MSCI All Country World.

Discover Our Diverse Portfolio

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