Why we use multiple portfolio managers
The Multiple Portfolio Manager System gives our clients access to the very best investment ideas from several managers and results in broadly diversified portfolios. With this unique system, the portfolio is divided into portions that are independently managed. Each portfolio manager invests in his or her best investment ideas. The combination of the individual managers’ investment styles complement each other, leading to lower volatility. This process also provides continuity — when one manager retires or changes responsibilities, only a portion of the portfolio changes hands.
The U.S. Equity portfolio is shown as an example.
Sizes of portfolio segments shown do not reflect actual relative allocations.
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