How are the assets managed?
We are firm believers in the power of systems and clearly defined goals and strategies, and therefore adhere to a strict investment philosophy and process. Mutual funds are our primary investment choice. We believe value can be added, in many asset classes, using actively managed mutual funds. We offer several different mutual fund, ETF, and individual stock portfolios from which advisors choose for their clients. We regularly build around existing positions (legacy assets, investments not yet out of surrender, etc.) based on what you decide is best for your clients. (It is not an all-or-nothing scenario; we operate in the real world and recognize that some clients’ assets need to stay put.) Because of the large amount of money we are able to allocate to each investment, our investment committee has regular access to portfolio managers we work with. Part of our process is to regularly interview each manager. We strongly believe in asset allocation as the investment strategy that provid
