Reducing Investment Cost Barriers
Diversified Growth is designed for a portion of a client’s portfolio seeking strategic allocation in a multiple manager approach. The objective is to provide returns over a full market cycle without the transaction costs that typically erode returns in lower balance accounts.
- Ability to invest accounts in an actively managed strategy with no transaction costs and virtually no account minimum
- Designed for someone that seeks lower portfolio turnover than many other strategies
- We believe that proactive management may outperform passive strategies
- Strategy looks to capture long-term gains over a full market cycle