For institutional investors, we offer our Highly Concentrated Strategy and Core Equities Strategy in separately managed accounts (SMAs). Our Highly concentrated Strategy is designed to supplement an institutional investor’s existing β exposure by overweighting a small number of highly vetted stocks.
For high net worth clients, we offer both taxable and tax-exempt versions of our Core Equities Strategy. The Core Equities Strategy is available in a comingled partnership structure or in separately managed accounts (SMAs), which provide clients direct access to their accounts through TD Ameritrade.