SPY Plus Model

The SPY Plus Model combines the stability and broad market exposure of the S&P 500 index with the targeted growth potential of select individual companies within the index. Our philosophy with this model is to take advantage of the benefits of passive investing while incorporating an active approach to enhance the potential for generating incremental Alpha in the portfolio.

The Hybrid Active/Passive Model is a balanced investment methodology that integrates the advantages of passive index investing with the potential for Alpha generation through active stock selection. This model is built on the SPY (S&P 500) as its foundation and includes an allocation that overweighs 10 to 20 individual equities we believe have the best chance to outperform, based on our research and analysis.