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| Silver Bridge Investment Strategies |
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Our proprietary investment strategies are designed to provide clients with access
to the direct investment capabilities of the Silver Bridge investment team. These
strategies are one component of our broad-based investment platform and may be used
in conjunction with external managers when developing portfolios tailored to each
client’s unique goals.
U.S. Large Cap Equity Strategy
- Designed to preserve capital in volatile markets through a top-down/bottom-up investment approach
- Focuses on quality with a goal of delivering excess returns versus its benchmark, the Standard & Poor’s 500 index, over the course of an economic cycle
U.S. SRI Equity Strategy
- Designed to preserve capital in volatile markets through a top-down/bottom-up investment approach
- Focuses on quality with a goal of delivering excess returns versus its benchmark, the Standard & Poor’s 500 index, over the course of an economic cycle
U.S. Large Cap Equity Income Strategy
- Designed to preserve capital in volatile markets through a top-down/bottom-up investment approach
- Focuses on quality with a goal of delivering excess returns versus its benchmark, the Standard & Poor’s 500 index, over the course of an economic cycle
- Seeks to achieve a dividend yield equal to 150% of the S&P 500
U.S. Small / Mid Cap Equity Strategy
- Designed to preserve capital in volatile markets through a top-down/bottom-up investment approach
- Focuses on quality with a goal of delivering excess returns versus its benchmarks, the Russell 2000 and Russell 2500 stock indexes, over the course of an economic cycle
Managed Fixed Income Strategies
- Intermediate term strategy designed to maximize total return with controlled risk
- Actively managed and committed to producing high-quality, call-protected, and well-diversified portfolios
- Includes taxable and tax-exempt strategies
- Customized to meet specific client objectives
Enhanced Cash Management
- Strives to produce high current yield relative to other cash equivalents with modest principal volatility
- Designed to protect portfolio principal from potential negative impact of fluctuating interest rates
- Customized to meet specific client objectives
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