Growth and Income Managed Account

Large-Cap Growth Equities with Income Potential

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Overview

Client Commitment

A large-cap equity portfolio seeking to provide growth of capital and quarterly income. The Portfolio leverages our in-depth fundamental research to invest in what we believe to be well-established companies characterized by sustainable growth and high or rising dividends.

Why Invest in the Portfolio

    Dividend-Paying Growth Opportunities

  1. The Portfolio seeks growth companies that have paid or increased dividends over time, which can be indicators of corporate stability and growth potential.
  2. Strategic Capital Allocation

  3. The Portfolio seeks to invest in well-established companies that are intelligently allocating capital to both fund growth and pay dividends.
  4. Complementary Source of Income

  5. This Portfolio may provide investors with an equity income source that could complement fixed income allocations while providing the potential for long-term growth of capital.

Featured Insights

Performance

RETURNS

(As of 12/31/2018)
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. All returns reflect the reinvestment of dividends and other earnings.
*Pure gross performance results do not reflect the deduction of any trading costs, fees or expenses and returns will be reduced by such advisory fee and other contractual expenses as described in the individual contract and Form ADV Part 2A. Pure gross returns are supplemental to net returns.
Net returns are calculated by subtracting the highest applicable Managed Account fee (3.00% annually, or 0.25% monthly) from the pure gross composite return. The Managed Account fee includes all charges for trading costs, portfolio management, custody and other administrative fees. Actual fees may vary depending on, among other things, the applicable fee schedule and portfolio size. The fees are available on request and may be found in Form ADV Part 2A.

Characteristics

Please see the Fact Sheet for Managed Account characteristics.

Commentary & Literature

Literature