Dividend Equity – Brookmont Capital Management
Multi-Cap Growth – ClearBridge Investments
Tactical - F-Squared Investments AlphaSector® Premium Composite
International Equity – WHV Investments
You’ll find brief descriptions of the strategies and can request more in depth information for each. One of our Wealth Managers will reach out to you with the information, and can also show you how they would fit into your current portfolio.
*The money manager strategies listed rank in the Top 1% of Performance in their respective investment categories of the managers listed in the Informa Investment Solutions Database since inception for the time periods ending June 30, 2014. Not all money managers report their data to Informa Investment Solutions. Managers who do not report to Informa have not been considered for this report. These managers do not represent a complete list of all investment categories or managers available or that WrapManager recommends to clients. Past performance is not indicative of future results. The strategies used by the money managers listed are not suitable for all investors. This material is being provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation. For complete information on these or other manager strategies, please contact us at (800) 541-7774 or at Wealth@wrapmanager.com.