Separately Managed AccountsLooking for a targeted stock or bond portfolio built around a specific investment strategy? Our separately managed accounts may be the investment vehicle you are searching for. |
Seeks to pursue the long-term growth potential of U.S. large-cap stocks and to deliver enhanced after-tax returns.*
Minimum investment
$200,000
Gross annual advisory fee
0.20%–0.65%**
Seeks to deliver long-term growth in an effort to provide returns greater than the S&P 500® Index over a full market cycle.
Minimum investment
$200,000
Gross annual advisory fee
0.30%–0.90%**
Seeks to deliver long-term growth of capital over a full market cycle and dividend income greater than the S&P 500® Index, with the potential for less volatility than the U.S. stock market.
Minimum investment
$200,000
Gross annual advisory fee
0.30%–0.90%**
Seeks to deliver long-term growth of capital in an effort to provide returns greater than the MSCI EAFE Index (Net MA Tax) over a full market cycle.
Minimum investment
$200,000
Gross annual advisory fee
0.30%–0.90%**
Seeks to pursue the long-term growth potential of international developed market stocks and to deliver enhanced after-tax returns*
Minimum investment
$200,000
Gross annual advisory fee
0.20%–0.65%**
Seeks to generate income by investing in a broad range of asset classes. A flexible, opportunistic approach allows the investment manager to adjust the asset allocation in response to changing market and economic conditions.
Minimum investment
$200,000
Annual advisory fee
0.50%–1.50%**
Seeks to generate income while limiting risk to principal.
Minimum investment
$500,000
Gross annual advisory fee
0.35%–0.40%**
Seeks to generate federally tax-exempt interest income while limiting risk to principal.
Minimum investment
$500,000
Gross annual advisory fee
0.35%–0.40%**
Strives to limit risk to principal while generating federally tax-exempt interest income.
Minimum investment
$500,000
Gross annual advisory fee
0.35%–0.40%**
Seeks to pursue the long-term growth potential of U.S. large-cap stocks and to deliver enhanced after-tax returns.*
Minimum investment
$200,000
Gross annual advisory fee
0.20%–0.65%**
Seeks to deliver long-term growth in an effort to provide returns greater than the S&P 500® Index over a full market cycle
Minimum investment
$200,000
Gross annual advisory fee
0.30%–0.90%**
Seeks to deliver long-term growth of capital over a full market cycle and dividend income greater than the S&P 500® Index, with the potential for less volatility than the U.S. stock market
Minimum investment
$200,000
Gross annual advisory fee
0.30%–0.90%**
Seeks to deliver long-term growth of capital in an effort to provide returns greater than the MSCI® EAFE® Index (Net MA Tax) over a full market cycle
Minimum investment
$200,000
Gross annual advisory fee
0.30%–0.90%**
Seeks to pursue the long-term growth potential of international developed market stocks and to deliver enhanced after-tax returns*
Minimum investment
$200,000
Gross annual advisory fee
0.20%–0.65%**
Seeks to generate income while limiting risk to principal.
Minimum investment
$500,000
Gross annual advisory fee
0.35%–0.40%**
Seeks to generate federally tax-exempt interest income while limiting risk to principal.
Minimum investment
$500,000
Gross annual advisory fee
0.35%–0.40%**
Strives to limit risk to principal while generating federally tax-exempt interest income.
Minimum investment
$500,000
Gross annual advisory fee
