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U.S. Equities

Small Cap Portfolios

Often thought of as a lesser-followed segment of the market, our small cap strategies look for an optimal balance between risk and return.

Dynamic small Cap Fund
Small Cap Growth Fund

Disciplined, Concentrated Portfolios

Strategies designed to stay fully invested. Focused on equity positions we believe are fast growing and high quality. Backed by strong research, each stock in these portfolios has their unique story.

Disciplined Growth Fund
DIvIdenD Growth Fund

Let’s work together. No matter the size of your client’s portfolio, we believe in meaningful diversification for long-term results.

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