Hybrid Active/Passive Model

Summary

The Hybrid Active/Passive Model was developed to provide clients with broad market exposure and the opportunity to add incremental Alpha to a portfolio. Our philosophy with the Hybrid Model is to incorporate passive and active investing together by blending a broad market index and individual equities.

Methodology

The Hybrid Active/Passive Model is comprised of the SPY (S&P 500 ETF) as the foundation and 10-20 individual securities to target additional Alpha. The Hybrid Model uses the SPY to provide broad market diversification and over-weights individual equities we believe have the best opportunity to outperform based on our research and analysis.

Hybrid Active/Passive Model Information Sheet

To learn more about our Hybrid Active/Passive Model please click on the link to access the informational report. All data provided in the report is based on the current holdings of the model as of the date listed on the report. Any changes made previously to the portfolio are not reflected in any growth assumptions or risk metrics. The benchmark used is the SPDR S&P 500 ETF.