SMA objective is growth and income investing primarily in large cap U.S. stocks with improving quality trends, business momentum, and attractive relative valuations.
SMA objective is to generate risk adjusted income and growth investing primarily in infrastructure plays including midstream, utilities, and renewables.
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.
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.
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.