Call 1.866.825.3005 for more information
131 investment model(s)
-
Stone Fox Capital Opportunistic Arbitrage
See full details- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance-
7.8%90 day
-
21.1%365 days
-
Avg. Sub.
6.8%90 day
Monthly vs S&P500-36.8% 12 months
-
Dan Plettner Long/Short Opportunistic
See full details- Approach fundamental
- Asset Class Multi Asset Class
- Geography Global
Performance-
8.4%90 day
-
39.3%365 days
-
Avg. Sub.
6.6%90 day
Monthly vs S&P50017.7% 12 months
-
Crabtree Asset Mgmt Crabtree Technology
See full details- Approach fundamental
- Asset Class Equity
- Cap Bias Small Cap
- Geography US
Performance-
7.2%90 day
-
27.4%365 days
-
Avg. Sub.
6.5%90 day
Monthly vs S&P5003.4% 12 months
-
Jeremy Zhou Biotech and Medtech
See full details- Approach fundamental
- Asset Class Equity
- Cap Bias Small Cap
- Geography Global
Performance-
6.8%90 day
-
24.3%365 days
-
Avg. Sub.
6.4%90 day
Monthly vs S&P5002.9% 12 months
-
Beckerman Institutional Asset Allocation
See full details- Approach fundamental
- Asset Class Multi Asset Class
- Geography Global
Performance-
6.1%90 day
-
23.5%S.I.
-
Avg. Sub.
5.9%90 day
Monthly vs S&P500-5.3% S.I.
-
Atlas Capital MergerArb
See full details- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance-
6.1%90 day
-
24.2%365 days
-
Avg. Sub.
5.4%90 day
Monthly vs S&P5004.7% 12 months
-
Dan Plettner Core
See full details- Approach fundamental
- Asset Class Multi Asset Class
- Geography Global
Performance-
6.3%90 day
-
29.1%365 days
-
Avg. Sub.
5.2%90 day
Monthly vs S&P5003.6% 12 months
-
Island Light Harbor Series Moderate
See full details- Approach quantitative
- Asset Class Multi Asset Class
- Geography Global
Performance-
5.3%90 day
-
8.2%S.I.
-
Avg. Sub.
5.1%90 day
Monthly vs S&P500-8.9% S.I.
-
Mosaic Financial Partners Strategic Asset Allocation
See full details- Approach quantitative
- Asset Class Multi Asset Class
- Geography Global
Performance-
5.5%90 day
-
20.2%365 days
-
Avg. Sub.
5.0%90 day
Monthly vs S&P500-1.7% 12 months
-
Island Light Capital Growth Portfolio
See full details- Approach quantitative
- Asset Class Multi Asset Class
- Geography Global
Performance-
5.2%90 day
-
18.0%365 days
-
Avg. Sub.
5.0%90 day
Monthly vs S&P500-4.0% 12 months
