Fact Sheets and Risk Score Reports are updated through 8/31/2023. 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 Equity ETFs; Thematic; Always Invested