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The small-cap core equity segment of a portfolio is designed to provide clients with a broadly diversified portfolio of smaller, less seasoned or less liquid companies. These companies may have higher revenue and earnings growth rates than their large-cap counterparts or may represent “value” in relation to their industry group. The risk and volatility characteristics associated with small-cap stocks are effectively managed through a rigorous investment process and broad diversification.

We believe that the small-cap allocation of our clients’ portfolios is best managed by specialized firms that focus solely on this segment of the market.

Through our alliances with leading national asset strategy consulting organizations, we are able to provide our clients with exposure to some of the best small-cap managers in the country. Our clients gain access to institutional managers who typically have very high minimum investment requirements via seperately managed accounts or multi-manager funds.



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