Investments
Doing a puzzle with a missing piece can be frustrating. The same can be said for an investment portfolio. Make sure your investment offering aligns with your clients’ goals.
WisdomTree
WisdomTree is a global asset manager with a track record of innovation, competitive performance and thought leadership since 2006. Our belief that a fundamentally weighted approach can produce attractive returns with less risk and expense than active management made us a pioneer in factor-based investing. WisdomTree is headquartered in New York and has over 200 employees globally and manages $57.6 billion across innovative solutions that are designed to meet investors’ needs across asset classes and market cycles.
Eaton Vance
Eaton Vance provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world.
State Street Global Advisors
State Street Global Advisors serves governments, institutions and financial advisors with a rigorous approach, breadth of capabilities and belief that good stewardship is good investing for the long term. Pioneers in index, ETF, and ESG investing and the world’s third-largest asset manager, we are always inventing new ways to invest.
Select Sector SPDR’s
Select Sector SPDRs are unique ETFs that divide the S&P 500 into eleven sector index funds, allowing you to customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversification of a mutual fund, the focus of a sector fund, and the tradability of a stock.
PIMCO
PIMCO is one of the world’s premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets.
Ned Davis Research
Founded in 1980, NDR (Ned Davis Research) is a global provider of independent investment research insights, tools, and solutions. NDR uses the weight of the evidence and a 360-degree approach to build up to market insights. When we say "evidence," we mean processing millions of data series to fuel a historical perspective, building proprietary indicators and models, and calming investors in a world full of bull/bear news hype and hysteria.
KraneShares
Krane Funds Advisors, LLC is the investment manager for KraneShares ETFs. Our suite of China focused ETFs provide investors with solutions to capture China’s importance as an essential element of a well-designed investment portfolio. We strive to provide innovative, first to market strategies that have been developed based on our strong partnerships and deep knowledge of investing.
BlackRock
Our investors don’t settle for the status quo. Neither do we.
Davis Advisors
Davis Advisors is an independent, employee-owned investment management firm founded in 1969. We are equity specialists and seek to build wealth for shareholders through a patient, long-term, research driven approach. Davis has successfully managed money through many environments and has a history of delivering strong, consistent investment results through full market cycles.