top of page
813-766-6400
Existing Client Helpdesk
8 am-8 pm EST Mon-Fri
1-877-442-2757
Large Cap S&P 500
Equity Portfolio
Risk-Focused Management
The Large Cap S&P 500 Equity Portfolio seeks to match or exceed the performance of the S&P 500 while offering a higher dividend relative to the index. Sector weights closely match the S&P 500 Sector GICS weightings.
Enhanced Index Approach
This strategy enhances the S&P 500 by focusing on high quality companies, preferably paying a dividend, with the goal of outperforming the index in the long-term.
Security Selection
Sector weights closely match those of the S&P 500, while Sub sector weights may vary completely. Security selection seeks high quality larger cap companies preferably with a dividend to match or outperform the benchmark index.
bottom of page