Managed Accounts Overview
Through our separately managed accounts, we build a customized portfolio of individual investments for each client based on specific requirements that may include legacy positions, tax loss harvesting, income needs, etc.
If you are interested in opening a separately managed account, please contact us at (415) 434-4441.
Core Equity Strategy
Our core equity strategy invests across the market cap spectrum with the goal of creating high conviction portfolios of out-of-favor companies with identifiable catalysts for growth.
| Account minimum |
|---|
| $5 million |
Strategic Income Strategy
Our strategic income strategy employs a multi-sector and flexible duration approach that seeks to invest in securities offering the highest risk-adjusted yield and expected total return.
| Account minimum |
|---|
| $250 million |
Flexible Balanced Strategy
Our flexible balanced strategy combines our equity and fixed income strategies using a flexible allocation approach. The strategy seeks to capitalize on the growth attributes of equities and the capital preservation attributes of bonds.
| Account minimum |
|---|
| $5 million |
Small Cap Growth Strategy
Our small cap growth strategy focuses on identifying high quality companies in emerging industries and defensible growth niches that have open ended growth potential. We seek to buy the stocks of such companies before they are discovered or when investors are very skeptical about future prospects, and capture compound earnings growth over time.
| Account minimum |
|---|
| $25 million |
Total Return Strategy
Our total return strategy employs a multi-sector and flexible duration approach that seeks to invest in securities offering the highest risk-adjusted yield and expected total return.
| Account minimum |
|---|
| $100 million |
Short Duration High Yield Strategy
The short duration sustainable high yield strategy invests in short duration, high yield corporate debt. We target issuers with strong fundamental financial metrics that recognize the importance of addressing environmental, social, and governance risks directly related to the longevity as well as sustainability of their business operations.
| Account minimum |
|---|
| $5 million |
Sustainable High Yield Strategy
The sustainable high yield strategy has a duration flexible mandate depending on the market opportunity. These accounts typically invest in high yield corporate debt with strong fundamental financial metrics and whose issuers recognize the importance of addressing environmental, social, and governance risks directly related to the longevity as well as sustainability of their business operations.
| Account minimum |
|---|
| $5 million |
Clients invested in separately managed accounts are subject to various risks including potential loss of principal, general market risk, small and medium-sized company risk, foreign securities and emerging markets risk, default risk, interest rate risk, inflation risk and liquidity risk. Additionally, there is a risk that we do not manage the asset allocation strategy successfully. For a complete discussion of the risks involved, please see our Form ADV Brochure and refer to Item 8.
