ASSET MANAGEMENT
Both Dynamic and Strategic Asset Allocation strategies employ a diversified investment approach built around Modern and Post-Modern Portfolio Theory for conservative, moderate or growth objectives. Both fee-based strategies match active and passive managers with complimentary styles. Accounts are then periodically rebalanced back to the basic allocation, resulting in less trading and lower overall expenses.
Dynamic Asset Allocation
Strategic Asset Allocation
Constructed for a basic allocation strategy per client Investment Policy Statement Conservative, Moderate, Growth, and Income strategies Utilizes active managers for each asset class Designed for changing market cycles Sensitive to economic and market trends Pursues technical opportunities and employs protective risk management
Constructed for an allocation strategy per client Investment Policy Statement Conservative, Moderate, Growth, and Income strategies Matches active managers with complimentary styles Includes managers with a flexible investment mandate Includes a tactical manager
Guided Stock Models
Core Growth, Equity Income, and Equity Income Plus strategies Concentrated stock portfolios with 20–28 positions Combines a top-down sector approach with bottom-up stock selection Well diversified across sectors and industries
Includes stock and bond portfolios Provides complete transparency Client owns the individual positions Individualized Separately Managed Accounts
T R I N I T Y STRATEGIC WEALTH ™
Made with FlippingBook - Share PDF online