US Equity Portfolio Models
Our flagship active all cap equity strategy that rotates allocations based on the size and style phase in favor. We have two strategy versions that allow advisors to customize to the client situation.
Highly tax efficient with potential for excess return through short exposure and gross leverage. Remains 100% net long to the market. This strategy uses our ETF BRNY for the 130% long and individual securities for 30% short.
Our flagship strategy implemented with higher turnover in retirement accounts where capital gains are not a consideration.
We condense the selection universe of our flagship strategy to securities that pass our ESG screen.
Our flagship portfolio framework with a minimum 3% yield mandate at the portfolio level.
Key Service Benefits
Our centralized model and custom trading operation, managed by two CFAs enables you to leverage tax-sensitive transition trading for your clients.
Additionally, we provide routine cash management for clients requiring ongoing or one-time distributions, ensuring liquidity is managed efficiently and effectively.
Create a custom result for your clients by mixing and matching our US equity strategies based on the desired risk-return profile.
Offer a sophisticated portfolio to your higher net-worth clients, tailored to their specific needs and objectives.
Connect with a vibrant community of advisors through dedicated Slack channels, webinars, and in-person events.
Combined with our committee’s daily market commentary and insights that can be repurposed for your clients, advisors can quickly interpret complex market data and trends.
