The 4-Quadrant Investment Approach
The 4-Quadrant Investment Approach
The 4-Quadrant Equity Approach
The equity side of an investor's portfolio is characterized by the risk-return relationship.
A diversified mix of the right funds can optimize the return potential of a portfolio while minimizing exposure to risk and volatility.
Our 4-Quadrant Equity approach aims to do just that: optimize returns while minimizing risk. Using a combination of direct indexing, traditional and enhanced indexing, and risk mitigation securities, our clients' portfolios remain well-positioned to capture upside while minimizing downside risk.
Direct Indexing 1.0
Individual Equities
Zero Cost
Direct Indexing 2.0
Individual Equities
Zero Cost
Index & Enhanced Funds
ETF's & Low-Cost Funds
Extremely Low Cost
Risk Mitigation Funds
ETF's, Funds, & Individual Securities
Low Cost & Zero Cost
The 4-Quadrant Equity Approach
The equity side of an investor's portfolio is characterized by the risk-return relationship.
A diversified mix of the right funds can optimize the return potential of a portfolio while minimizing exposure to risk and volatility.
Our 4-Quadrant Equity approach aims to do just that: optimize returns while minimizing risk. Using a combination of direct indexing, traditional and enhanced indexing, and risk mitigation securities, our clients' portfolios remain well-positioned to capture upside while minimizing downside risk.
The 4-Quadrant Fixed Income Approach
The fixed income side of an investor's portfolio is characterized by stability and yield-generating potential.
Leveraging a combination of fixed income products diversifies a portfolio's income stream while reducing correlation to the larger market.
The 4-Quadrant Fixed Income Approach uses a diversified approach to fixed income to drive correlation to equity markets down while keeping yield and return potential high.
Investment Grade
Individual Securities
Low Cost & Zero Cost
High Yield
Individual Securities
Medium Cost & Low Cost
Preferred Securities
Individual Securities
Low Cost & Zero Cost
Private Credit
Unique Fee & Return Characteristics
The 4-Quadrant Fixed Income Approach
The fixed income side of an investor's portfolio is characterized by stability and yield-generating potential.
Leveraging a combination of fixed income products diversifies a portfolio's income stream while reducing correlation to the larger market.
The 4-Quadrant Fixed Income Approach uses a diversified approach to fixed income to drive correlation to equity markets down while keeping yield and return potential high.