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Multi-Asset Strategy
Multi-Asset Strategy
For clients seeking a diversified investment portfolio of multiple asset classes, we build a portfolio across world markets, market capitalizations, and securities. Our asset class specialists utilize their industry expertise to provide best-in-class manager selection and create portfolios with the best expected return to risk characteristics.
Multi-Asset Strategy
Our team acts as a collaborative partner, tailoring our portfolio solutions to incorporate each clients’ risk tolerances and return objectives to create an efficient and diverse portfolio.
Portfolio Objectives
The Asset Allocation within the Multi-Asset Strategy program is built upon three main principles:
- Goals Based Asset Allocation
- Diligent & Diversified Investment Selection
- Dynamic Portfolio Monitoring
TOTAL AUM/AUA
$3.7 BILLION
INVESTMENT TEAM
9
As of September 30, 2024
Meet The Team
Jason Turner
Chief Investment Strategist & Head of Multi-Asset Strategy
Bruce Ebel
Director, Senior Portfolio Manager - Multi-Asset Strategy
CFA®, CFP®
Paul Kasner
Research Analyst
CFA®
Raymond Wicklander, III
Managing Director, Portfolio Manager & Senior Equity Analyst
CFA®, CPA
Brian Schuster
Senior Portfolio Manager & Research Analyst
CFA®
Sean Hipskind
Director, Client Portfolio Manager
CFP®
Richard Rokus, CFA®
Managing Director, Client Portfolio Manager
Bryan Long
Associate Portfolio Manager
