High-Q | Semi-Annual Reconstitution - 2022
Review Portfolio Performance
High-Q | Performance - Q2 2022
High-Q
A 100% equity portfolio striving for S&P 500-like returns, plus lower volatility and higher distribution yield.
Incertus
An all-weather, multi-asset class portfolio pursuing long-term growth and lower volatility.
Income & Growth
A diverse portfolio (by asset class and geography) focusing on income generation first and growth second.
Core Plus Suite
An easy way to align risk tolerance to a geographically diverse, risk-based portfolio. Choose from 5 risk levels.
Quarterly Market Commentary
At the close of each quarter, Aaron Izenstark, Co-founder and CIO, guides us through notable market highlights.
Market Update | Interest Rates Increases and Inflation – Q2 2022 Recapped
The second quarter of 2022 saw significant declines in both equity and bond markets. Interest rate increases and inflation are largely to blame.
Read MoreOur Investment Edge
Rooted in history and extensive research, we aim to curate the ideal investment experience – with our investors at the heart of everything we do.