We believe great investing happens when experienced experts collaborate to develop and execute aligned strategies. Our Multi-Manager Portfolios bring together our expertise in developed market stock selection and asset allocation with the complementary skillsets of our institutional-quality sub-advisors, AlphaFixe Capital and Wells Capital.
Boston-based Wells Capital is a leading global money manager, and is responsible for security selection on our emerging markets equity mandate.
We can customize our Multi-Manager Portfolios in a number of ways. First, we can set up your investments to match your specific needs for income, growth, liquidity and capital preservation. If you are seeking high tax-efficiency, we can execute your asset allocation in a more passive fashion. If you prefer a tactical approach, we can proactively tilt your portfolio toward the most attractive asset classes and away from areas that present more risk. We can also tailor the safety and yield characteristics of your holdings through our industry-leading, low-volatility, high-dividend mandates. If you’re interested in socially responsible investing, we have the expertise to customize your Multi-Manager Portfolio in that regard as well.