Core
Equity

SMA objective is growth and income investing primarily in large cap U.S. stocks with improving quality trends, business momentum, and attractive relative valuations.

Infrastructure
Income

SMA objective is to generate risk adjusted income and growth investing primarily in infrastructure plays including midstream, utilities, and renewables.

Preferred
Equity

SMA objective provides diversified and dynamic exposure across the investment grade, high yield, agency fixed income and preferred equity markets as well as strategic opportunities.

Water
Opportunities

SMA objective is to generate above average total return by investing in regulated water utilities that benefit from above average returns on equity and have very stable and predictable cash flows.

Regional
Banks

SMA objective will focus primarily on regional and larger community banks. The emphasis is on institutions that have strong and or improving balance sheets with access to the capital markets, and seasoned managements.

Life
Sciences

SMA objective will focus primarily on small, mid, and large cap biotech, pharmaceutical, healthcare and life science companies addressing areas of high unmet medical need.