Enhanced Dynamic® Fiduciary & Benefits
We operate with a fiduciary commitment to your financial well-being. Our proven methodology is designed to deliver higher risk-adjusted returns, transparency, and peace of mind—ensuring your investments are managed with integrity and purpose.
- Independent, proven and established, active equity investment management
- Independently verified and validated proprietary investment overlay methodology
- Transparency and liquidity
- Regular independent performance monitoring and reporting
- Strategic, fiduciarily sound, proactive dynamic investment management
- Proven audited and back-tested investment results over multiple market cycles
- Prudent, intermediate-to-long-term investment strategy focus
- Consistent application of quantitively-based investment disciplines
- Low downside market volatility
Implementation
- "The Enhanced Dynamic® investment methodology may be incorporated within existing domestic equity portfolios with minimal dislocation of current style adherent portfolio managers and investment structures, and without significant additional expenses."
- "The depth or degree of style and cap size adherence of the investment management vehicles will be an important determinant in the success and benefit of the Enhanced Dynamic® methodology within a client portfolio."
- "Again, we stress that equity portfolios are expected to remain fully invested at all times and that this is not a tactical market timing strategy."