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Income-focused solutions for your clients

Our Approach

We offer strong income-oriented solutions, access to portfolio managers and the ability to overlay screens at competitive account minimums.

Screening Process

Our dedication to providing values-based investment solutions has been unwavering. Our proprietary screening methodology goes beyond the basic analysis of widely available quantitative industry data, and includes insightful fundamental research.

Optional Screening Overlays

Faith

Assemblies of God, Baptist, Catholic/ USCCB, United Methodist Church, Latter Day Saints

Business Activities

Mature Content, Alcohol, Animal Welfare, Contraceptives, ESCR, Gambling, Life Ethics, Military Weapons, Firearms, Pharmaceuticals, Tobacco

Environmental

Carbon Intensity, Climate Change, Nuclear Power, Coal, Oil & Gas

Governance

Gender Focus, Bribery & Fraud, Governance Structure

Impact

Proactive selection of equities which meet the requirements defined by the client

Social

Child Labor, Civil Liberties, Discrimination & Diversity, Human Rights

*Please note that these are optional screening overlays that are client directed.