Enhanced Dynamic® Active Equity Strategies

MODERATE ACTIVE STRATEGY

S&P RUSSEL INDEX

The Enhanced Dynamic®investment process produces Important and significant cost vs. return benefit comparisons over full market cycles, which are clearly demonstrable, repeatable and extremely attractive.

 

We have had considerable experience in the management and oversight of most investment vehicles and instruments [actively managed accounts, index active & passive mutual funds, ETFs etc. using the EIR methodology within institutional level municipalities, qualified plans, endowments, foundations and wealthy individuals and their families (UHNW)