Strategic Investment Offerings
Focused Equity Models
Investment Type:
Individual Stock
Minimum Investment:
$30,000
Approx. # Holdings:
25 - 30
Benchmark:
iShares Select Dividend ETF (DVY)
Dividend Growth Model
Model Objective:
The Dividend Growth model focuses on providing total return in the form of a rising stream of dividend income as well as capital appreciation. The model aims to achieve an annual dividend growth rate of 6-8% to help outpace inflation.
Investment Philosophy:
The Dividend Growth model focuses on providing total return in the form of a rising stream of dividend income as well as capital appreciation. Sector weightings tend to mimic that of the broad equity market. This model is rebalanced semi-annually. Dividends can either be reinvested to further compound the dividend growth effect or withdrawn for current income. Dividend Growth will hold between 25 and 30 individual common stocks. We will only consider stocks that have raised their dividend for five consecutive years and have a dividend yield that is greater than their sector average. Once we have filtered out the stocks that meet our criteria we than assign a score to each of them based on various fundamental criteria. We aim to not only find the companies with the healthiest businesses and financial statements, but also those that will best be able to continue to pay regular and increasing dividends.
Investment Type:
Individual Stock
Minimum Investment:
$30,000
Approx. # Holdings:
25 - 30
Benchmark:
SPDR® Port S&P 1500 Comps Stk Mkt ETF (SPTM)
Insignia All Cap Equity Model
Model Objective:
The Insignia All Cap Core Equity model aims to provide capital appreciation and deliver consistent and attractive risk adjusted returns relative to its respective benchmark.
Investment Philosophy:
The Insignia All Cap Core Equity model focuses on providing a diversified portfolio of Large, Mid, and Small Cap equities. The model holds approximately 25-30 stocks at a given time, which we believe provides an appropriate level of diversification across Large, Mid, and Small Cap equities, while still providing the opportunity to generate attractive risk-adjusted returns relative to the benchmark. Our stock selection methodology is based on a foundation of fundamental and data-driven analysis, by which we start with the securities already analyzed and selected for our Large Cap, Mid Cap, and Small Cap equity models, and thoroughly analyzed across a variety of quantitative and qualitative factors. We then conduct further evaluation and ranking of the remaining companies, utilizing key financial performance metrics. The model seeks to select companies with a track record of strong financial health and expectations of consistent and stable future growth.
Investment Type:
Individual Stock
Minimum Investment:
$30,000
Approx. # Holdings:
25 - 30
Benchmark:
SPDR® Port S&P 1500 Comps Stk Mkt ETF (SPTM)
Blue Ocean Growth Model
The Blue Ocean Growth model seeks to achieve superior long-term capital appreciation relative to the benchmark through a rigorous security selection process focused on identifying companies that demonstrate the ability to maintain financial stability, while still being poised for continued and sustainable long-term growth.
Investment Type:
Individual Stock
Minimum Investment:
$30,000
Approx. # Holdings:
25 - 30
Benchmark:
SPDR® Portfolio S&P 500® ETF (SPLG)
Large Cap Equity Model
Model Objective:
The Large Cap Equity model aims to provide capital appreciation and deliver consistent and attractive risk-adjusted returns relative to its respective benchmark.
Investment Philosophy:
The Large Cap Equity model focuses on providing a diversified portfolio of Large Cap equities. The model holds approximately 25-30 stocks at a given time, which we believe provides an appropriate level of diversification across Large Cap equities while still providing the opportunity to generate attractive risk-adjusted returns relative to the benchmark. Our stock selection methodology is based on a foundation of fundamental and data-driven analysis, by which we filter a universe of the 500 largest companies by market capitalization utilizing various fundamental financial criteria. We then conduct further evaluation and ranking of the remaining companies, utilizing key financial performance metrics as well as incorporating a variety of quantitative and qualitative factors, such as Momentum, Quality, Size, Volatility, and Value. The model seeks to select companies with a track record of strong financial health and expectations of consistent and stable future growth.
Investment Type:
Individual Stock
Minimum Investment:
$30,000
Approx. # Holdings:
25 - 30
Benchmark:
SPDR® Portfolio S&P 400® Mid Cap ETF (SPMD)
Mid Cap Equity Model
Model Objective:
The Mid Cap Equity model aims to provide capital appreciation and deliver consistent and attractive risk-adjusted returns relative to its respective benchmark.
Investment Philosophy:
The Mid Cap Equity model focuses on providing a diversified portfolio of Mid Cap equities. The model holds approximately 25-30 stocks at a given time, which we believe provides an appropriate level of diversification across Mid Cap equities while still providing the opportunity to generate attractive risk-adjusted returns relative to the benchmark. Our stock selection methodology is based on a foundation of fundamental and data-driven analysis, by which we filter a universe of mid-sized companies as measured by market capitalization, utilizing various fundamental financial criteria. We then conduct further evaluation and ranking of the remaining companies, utilizing key financial performance metrics as well as incorporating a variety of quantitative and qualitative factors, such as Momentum, Quality, Size, Volatility, and Value. The model seeks to select companies with a track record of strong financial health and expectations of consistent and stable future growth.
Investment Type:
Individual Stock
Minimum Investment:
$30,000
Approx. # Holdings:
25 - 30
Benchmark:
SPDR® Portfolio S&P 600® Sm Cap ETF (SPSM)
Small Cap Equity Model
Model Objective:
The Small Cap Equity model aims to provide capital appreciation and deliver consistent and attractive risk adjusted returns relative to its respective benchmark.
Investment Philosophy:
The Small Cap Equity model focuses on providing a diversified portfolio of Small Cap equities. The model holds approximately 25-30 stocks at a given time, which we believe provides an appropriate level of diversification across Small Cap equities while still providing the opportunity to generate attractive risk-adjusted returns relative to the benchmark. Our stock selection methodology is based on a foundation of fundamental and data-driven analysis, by which we filter a universe of small-sized companies as measured by market capitalization, utilizing various fundamental financial criteria. We then conduct further evaluation and ranking of the remaining companies, utilizing key financial performance metrics as well as incorporating a variety of quantitative and qualitative factors, such as Momentum, Quality, Size, Volatility, and Value. The model seeks to select companies with a track record of strong financial health and expectations of consistent and stable future growth.
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