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.

 
 

ORCHARD PORTFOLIOS

“Take the Fruit, Not the TreE”

orchard-01.png

Orchard Portfolios are designed to deliver retirement income using an active fundamental investment approach.

FOURTRESS PORTFOLIOS

“Grow YOUR Retirement Nest Egg”

fourtress-01.png

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.

LEGENDS PORTFOLIOS

“Invest Like the Legends”

legend-01.png

Legend Portfolios are designed to deliver long-term total return using a active fundamental investment approach.