Capital Appreciation Managed Account Strategy

Investment Strategy

This investment strategy seeks long-term capital appreciation. It invests primarily in growth-oriented equity securities of large capitalization companies domiciled in the United States. It also may invest in equity securities of medium capitalization companies and companies domiciled outside of the United States. Selection of this strategy indicates a willingness to assume a risk level that is greater than that of the US stock market in general. More detailed information on this strategy is available upon request.

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Fact Sheet Sample Portfolio
Client Presentation Book

Investment Process*

Capital appreciation investment process