Large Cap Core managed
account strategy

Investment strategy

This investment strategy seeks long-term capital appreciation. It invests primarily in equity securities of large capitalization companies domiciled in the United States. Selection of this strategy indicates a willingness to assume a risk level that at times may be 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*

Investment process