Frequently Asked Questions – Account Management

Will You Only Invest In Individual Stocks In My Account?

Our large-cap strategies (i.e. Dividend, Large Cap Core, or Large Cap Aggressive Growth) invest exclusive (to the extent possible) in individual stocks. Some of our strategies include ETFs, which are utilized inside of our fixed income strategy (using a laddered corporate bond strategy), our international strategy (to get exposure to certain countries) and Hedge Equity (to access idiosyncratic risk/return exposures and maintain a higher resilience to diverse market conditions).

Additionally, our index-based portfolios use ETFs to ensure broad exposure to multiple asset classes, which provides diversification within each strategy and for the overall portfolio.

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