Separate Accounts

Equity Strategies

 

Secured Options
Large Cap
Equity Income
Large Cap Value
Large Cap (Core)
Large Cap Growth
Strategic Growth
Mid Cap
Mid Cap
Smid Cap
Smid Cap
Small Cap
Small Cap Equity
Small Cap Concentrated

Extensions

Large Cap 130/30
Total Market 130/30
Long/Short (low beta)

Fixed Income

Core Fixed
Intermediate Fixed
Short Duration/Enhanced Cash

AT A GLANCE

  • Privately owned, boutique investment firm
  • SEC registered investment advisor
  • All investment professionals work from Philadelphia office
  • Approximately $5 billion of institutional assets under management (September 2010)

 

RESEARCH

Risk of Equity Indexing