Our Investment Strategies
- Domestic Equities
- Our equity strategies are actively managed, well diversified portfolios of approximately 20-35 domestic stocks. Kayne Anderson Rudnick uses its research and screening methods to discover high-quality companies with low debt, rising free cash flow, and excellent management.
- Large Cap Core Portfolio
- Large Cap Value Portfolio | Mutual Fund
- Mid Cap Core Portfolio | Mutual Fund
- Small-Mid Cap Core Portfolio
- Small-Mid Cap Value Portfolio
- Small Cap Core Portfolio | Mutual Fund
- Small Cap Quality Value Portfolio | Mutual Fund
- Small Cap Sustainable Growth Portfolio | Mutual Fund
- Small Cap Quality Select
- Domestic Fixed Income
- Our fixed-income strategies are actively managed portfolios designed to cater to our clients' specific investment needs. These include taxable as well as tax-exempt portfolios to assist clients in managing their tax liability. Consistent with our equity investment philosophy, all of the portfolios invest in high-quality bond issues. For purposes of minimizing risk while maximizing income, the portfolios are constructed with a focus on an intermediate maturity structure.