Each of our three turnkey portfolios is designed to deliver the specific growth or income attributes necessary for your client’s target outcomes. Each series offers four different risk profiles to match your clients preferences.
“Take the Fruit, Not the TreE”
Orchard Portfolios are designed to deliver retirement income using an active fundamental investment approach.
“Grow YOUR Retirement Nest Egg”
Fourtress Portfolios are designed to deliver long-term total return using a quantitative approach with exposure to four time-tested investment components; global diversification, factor-based fundamental, tactical, and alternatives.
“Invest Like the Legends”
Legend Portfolios are designed to deliver long-term total return using a active fundamental investment approach.