Strategies

We offer a diverse array of investment strategies designed to meet the varying needs and goals of our clients.

We use research and industry experience when crafting our strategies. Here is an overview of the strategies.

Qualitative

Quantitative

Tactical

Strategic

Enhanced Index

Enhanced Index Focus

Active

Passive

Global Individual Equity

Dividend Growth

Barnwood Small/Mid Cap

ESG USA No Energy

Fixed Income Ladders

Custom Indexing

Equity SMA’s

Our Equity SMA’s are active strategies designed around the value of flexible stock selection, allowing us to adapt to changing market conditions and opportunities. Our offerings in this category include:

Custom Portfolios

Tailored specifically for high-net-worth clients, our Custom Portfolios are collaborative strategies that are personalized to meet specific investment objectives and preferences. These include:

Tactical Portfolios

The Tactical Portfolios are active strategies that are particularly mindful of market conditions. These portfolios are designed to adjust swiftly to the market environments, aiming to protect capital during downturns and capitalize on opportunities as they arise:

Low Duration Income

Min: $100k

Target Allocation: 0/100
Fixed Income or Cash Equivalents

Conservative

Min: $100k
Target allocation: 35/65

Moderate

Min: $100k
Target Allocation: 55/45

Diversified Income

Min: $100k
Target Allocation: 60/40
Multi Asset Strategy

Growth

Min: $100k
Target Allocation: 70/30

Aggressive

Min: $100k
Target Allocation: 85/15

Enhanced Portfolios

Our Enhanced Portfolios are semi-active strategies based on historically successful investment themes. These portfolios are structured to provide a balanced approach to risk and return:

Conservative

Min: $100k
Target Allocation: 20/80

Focus Conservative

Min: $10k
Target Allocation: 20/80

Moderate Conservative

Min: $100k
Target Allocation: 40/60

Moderate

Min: $100k
Target Allocation: 60/40

Moderate-US Only

Min: $100k
Target Allocation: 60/40

Focus Moderate

Min: $10k
Target Allocation: 60/40

Growth

Min: $100k
Target Allocation: 80/20

Focus Growth

Min: $10k
Target Allocation: 80/20

Aggressive

Min: $10k
Target Allocation: 100/0

Aggressive-US Only

Min: $100k
Target Allocation: 100/0

Strategic Portfolios

Our Strategic Portfolios are passive strategies developed with a long-term outlook. These strategies are ideal for investors looking for steady, long-term growth with minimal active management:

Conservative

Min: $10k
Target Allocation: 35/65

Moderate

Min: $10k
Asset Allocation: 55/45

Growth

Min: $10k
Target Allocation: 70/30