Asset Management

Our asset management program includes a diverse set of strategies constructed to achieve investors’ unique goals. Using different approaches in the equity, fixed income, and alternative space,the strategies attempt to achieve goals as varied as capital appreciation and fixed income. Each strategy is constructed to provide the managers the best opportunity to maximize the opportunity within a well-defined risk framework. Working with their advisor, investors can find a particular strategy or mix of strategies that best fits their individual needs.

Portfolios

  • Strategic Knight

    The Strategic Knight Allocation is designed for investors who value a portfolio with the advantages of stability, growth and opportunity. Stability is provided through core holdings in strong, well-capitalized companies with a dividend-income component, while growth is afforded through the allocation of different market capitalizations, asset classes, and tactically traded positions in strong up-trending markets.

  • Global Equity Income

    The Global Equity Income Portfolio is designed for investors that desire exposure to equities with large international footprints; providing a steady stream of income. Such international focus contributes to further diversification providing stability to an overall portfolio.

  • Mutual Fund Portfolios

    The mutual fund portfolios are designed to create an effective and low cost strategy that is personalized to your needs. A multiple manager approach helps to ensure diversification and provide continual style coverage. Through rigorous fund selection and manager tracking, our MAP select strategies distribute funds among various assets classes to provide sound asset allocation for our investors.

  • ETF Portfolio

    The tactical & strategic ETF model portfolios are designed to create an effective, low cost, diversified strategy that is personalized to your needs. Through the use of passive index investing and actively managed allocation our MAP ETF strategies distribute funds among various assets classes and provide sound investment strategy.

  • Triple Income Program

    The Triple Income Options Strategy is designed for investors who are looking to incorporate elements of stability and income within their entire wealth portfolio. Stability is provided through core holdings in strong well-capitalized companies. Income is provided through dividends, the sale of covered call options, and the sale of collateralized put options for discounted stock entry.