Global Multi-Asset Strategy

A young professional building wealth, a family planning for retirement, and a retiree living on portfolio income all need different things from their investments. Global Multi-Asset is our comprehensive strategy for clients who entrust us with managing all or a significant portion of their assets — a fully customized portfolio built around your goals, not a fixed mandate.

• Built Around Your Goals: Before making any investment decision, we take the time to understand your goals, time horizon, income needs, risk tolerance, tax situation, and existing holdings. The appropriate portfolio allocation follows from there.

• Diversified by Design: We primarily use hand-selected ETFs to provide exposure across asset classes, geographies, industries, and styles — including equities, fixed income, and international markets. Where appropriate, portfolios may also incorporate one or more of our actively managed equity strategies.

• Managing Risk with Purpose: An investor decades from retirement may be able to tolerate greater short-term volatility in pursuit of long-term growth. Someone approaching or in retirement may place greater emphasis on capital preservation and reliable income. We build portfolios designed for where you are today.

• Tax-Aware Investing: We consider the tax implications of investment decisions, including account type, timing, and asset location, as part of managing your overall portfolio.

• Active Portfolio Management: Markets, rates, and your own circumstances change. We continuously monitor and rebalance portfolios to keep them aligned with your long-term objectives.

• Values-Based Review: Individual company securities purchased directly within your portfolio are reviewed for consistency with our core Christian values, consistent with the approach used in our 1776 Capital Compounder, Bright Horizon Dividend, and Business Transformation equity strategies.