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Investment Strategies Based On Our Proprietary Research

Each of our portfolios is constructed using our rigorous research process, aimed at providing investors with the right mix of growth and principal protection options to choose from. To read about the performance of each strategy, please review our Quarterly Investment Reports. To read our disclosures, click here. Our performance record has been GIPS® verified. To see a copy of our GIPS® verification letter, click here. To read our Form ADV, click here

Value Stock Score® Strategy: A strategy that generally maintains 24 positions built and managed with our Value Stock Score® program. This strategy consists of U.S. stocks only and is benchmarked to the Russell 2000 Index. The strategy holds positions in what we consider to be undervalued, safe and profitable companies. To learn more about this strategy please request a performance report from us.

Global Stock Score Strategy: A strategy that generally maintains 24 positions built and managed with our Value Stock Score® program. This strategy consists of international stocks only, from the world’s largest developed and emerging market countries. This strategy is benchmarked to the MSCI All Country World Index Ex-U.S. and holds positions in what we consider to be undervalued, safe and profitable companies. To learn more about this strategy please request a performance report from us.

Global ETF Score Strategy: The strategy invests in five country-specific ETFs. The ETFs chosen are rebalanced quarterly using our proprietary ETF scoring process. Specific economic data is used to select ETFs of the most undervalued countries for the world's 30 largest developed and emerging economies. This enables us to invest in what we determine to be the most undervalued global markets. The strategy is benchmarked to the MSCI Emerging Markets Index. To learn more about this strategy please request a performance report from us.

Fundamental Value Strategy: This strategy combines the strategies of our stock scoring and ETF scoring strategies to maintain a portfolio of value oriented stocks and ETFs. The portfolio may also use ETFs from fixed income, commodity and other sectors of the investable market. The goal of the strategy is capital appreciation and it is indexed to the MSCI All Country World Index. To learn more about this strategy please request a performance report from us.

Conservative Income Strategy: The strategy generally holds low-cost corporate bond ETFs, chosen with a focus on principal protection. The strategy aims to balance quality bond issues and high-yield bond ETFs and is benchmarked to the Barclays US Aggregate Bond Index. The total return is expected to result from a combination of current income and capital appreciation, with income being the dominant component of total return. To learn more about this strategy please request a performance report from us.

Municipal Strategy: The strategy holds tax-free municipal bond ETFs. The focus is on providing a tax-efficient portfolio of bond ETFs that blend quality bond issues with high-yield bond ETFs. The strategy seeks maximum total return by investing in a blend of high yield short-term, intermediate-term and long-term investment grade municipal bonds ETFs. The strategy is benchmarked to the Barclays Municipal Bond Index. To learn more about this strategy please request a performance report from us.