Hybrid Active/Passive Model


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.


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.