Master Presentation

Custom Strategies—Expression

Custom Strategies—Tactical

We have our broad capital market opinions, and this is where we express those

We also have opinions on shorter term thematic trends

Growth or Value?

Currently, we see opportunity in

US or Foreign?

Technology

Stocks or Bonds?

Inflation Protection

Here we take advantage of slower moving global trends.

Small Cap Stocks

Expect 2-3 adjustments per year

Energy

Comprises 0-20% of overall portfolio

Expect quarterly adjustments

Comprises 0-20% of overall portfolio