Investment Management Talent on Tap

Access the global universe of investment talent Through our extensive search and selection methodology we attempt to identify high-quality investment teams; seasoned expertise that will: Attempt to achieve our required objectives while meeting stated guidelines and risk parameters Exemplify the sought-after investment style Have the greatest potential to generate alpha Fit best into a multi-manager, multi-style portfolio where appropriate. We retain investment expertise in nearly every asset class We retain Wilshire & Associates to cull a universe of over 6,000 potential investment managers and develop a qualitative assessment score for each manager's long-term alpha potential. Combined with a quantitative evaluation score for each manager's short- to medium-term alpha potential our final, proprietary scoring results in a short list of managers who then undergo rigorous interviews and on-site visits to make the final manager selection. Some of the most recognized and respected investment firms In some cases the investment talent we select is only available to retail clients through the products on our platform. Click on the firm links below to learn more about the firm, the managers, and the products and strategies they manage on our platform:   Bernstein Value Equities Chicago Equity Partners, LLC Essex Investment Management Company, LLC First Quadrant, L.P. Friess Associates J.M. Hartwell L.P. J.P. Morgan Investment Management, Inc. Lazard Asset Management, LLC Loomis, Sayles & Company, L.P. Lord, Abbett & Co, LLC Miller Tabak Asset Management, LLC Next Century Growth Investors, LLC OFI Institutional Asset Management Pacific Investment Management Company, LLC Ranger Investment Management, L.P. Renaissance Investment Management Rorer Asset Management, LLC Skyline Asset Management, L.P. Smith Asset Management Group, L.P. Smith Breeden Associates, Inc. Systematic Financial Management, L.P. TimesSquare Capital Management, LLC Urdang Securities Management, Inc. WEDGE Capital Management L.L.P. Wellington Management Company, LLP Westport Asset Management, Inc

Disclosure

There is no guarantee that these investment strategies will work under all market conditions, and each investor should evaluate their ability to invest for a long-term, especially during periods of downturns in the market.