Master Presentation

Custom Strategies Overview

Custom Strategies—Core

A reliable, evolved, exhaustively researched, long-term stress tested lineup of six mutual funds built off our banks 80+ years of wealth management knowledge and experience. Designed for modular integration with our flagship SMAs, Large Cap Value, Managed Equity and Alpha Growth Equity Can function as a complete portfolio solution, or as the core of a more complex, dynamic solution, that includes the following 2-3 additional layers

Core

AI Enhanced with the help of BlackRock Research

Expression

Tactical

Reviewed in an ongoing manner, annual modifications will be considered

Comprises 60-100% of overall portfolio

X-Factor