Fact Sheets and Risk Score Reports are updated through 12/31/2022.  For Professional Use Only

Separately Managed Accounts – U.S. EQUITIES, THEMATIC

STRATEGIC EQUITY

Strategic – Actively Managed; Large Cap U.S. Equity ETFs; Always Invested

EQUITY ROTATION

Strategic – Actively Managed; Multi-Cap U.S. Equity ETFs; Always Invested

STRATEGIC INNOVATION

Strategic – Actively Managed; Sector Equity ETFs;  Aggressive / Thematic; Always Invested

STRATEGIC INFLATION

Strategic – Actively Managed; Sector ETFs; Thematic; Always Invested