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Where to Find our Strategies

Separately Managed Account (SMA) Model Portfolios

Tactical, absolute-return, non-constrained, low beta, conservatively-managed portfolios​

  • CAMS Capstone Portfolio

  • CAMS Cornerstone Portfolio

  • CAMS Foundation Portfolio

  • CAMS/CMS Sherman Calendar Effects Portfolio

Tactical, Equity portfolios

Tactical, Fixed-Income portfolios​

  • CAMS Managed Bond Portfolio

Unified Managed Accounts (UMA) 

Unified Managed Account (UMA) Platforms - Our tactical model portfolios are available on multiple UMA platforms:

 

  • FTJ FundChoice

  • MidAtlantic Trust

  • Placemark Investments/Envestnet

  • Sawtooth Asset Management

  • TD Ameritrade UMAX

  • TD Ameritrade Separate Account Exchange (SAE)

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