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One Engine, Multiple Roles - Strategies designed for different financial objectives

This engine integrates quantitative, fundamental, and technical analysis disciplines to evaluate evolving market regimes and guide portfolio positioning across all of our strategies. Whether expressed through our innovatETF Strategies® or our Equity Strategies franchise, the same engine drives every allocation, every risk decision, and every role we serve for clients. This is the foundation of our identity: One Engine, Multiple Roles — a single, coherent process powering multiple mandates, multiple vehicles, and multiple solutions across the full spectrum of investor needs. (hyperlink the bolded items in this section to website areas showing greater detail)

  • innovatETF Strategies – High Growth, Growth, Balanced, Income Growth, Conservative, Defensive

  • Equity Strategies – Large Cap Growth, Equity Income, Large Cap Core, Diversified Growth & Innovation


innovatETF Strategies (replaces Asset Allocation header)

The innovatETF Strategies are designed to pursue competitive risk-adjusted returns over a full market cycle while seeking to reduce portfolio volatility and minimize downside risk when possible. While the more conservative strategies emphasize capital risk management, the higher-growth strategies are positioned to pursue greater long-term capital appreciation opportunities. 


The platform consists of seven strategies aligned with distinct risk and return objectives:

 

  • Defensive

  • Income Growth

  • Conservative

  • Balanced

  • Growth

  • ESG Growth

  • High Growth


Asset allocations are implemented exclusively through Exchange Traded Funds (ETFs), providing diversified, transparent, and liquid exposure across asset classes.


  • US Equities - large-cap, mid-cap, small-cap, growth, value

  • International - developed markets, emerging markets, regions and/or countries

  • US Fixed Income - corporate, government, high yield, agency, municipal

  • Real Estate - real estate investment trusts

  • Alternatives - metals, other commodities, absolute return funds, opportunistic investments

  • Cash - cash and short-term cash equivalents