Our Portfolios
The ELITE SMART Portfolio lineup moves from simple ETF solutions to fully tailored high High-Net-Worth (HNW) strategies—each powered by SALTS™ for deeper diversification and steadier returns.
Strategic customization with active insight and alternative diversification.
Model strategist-driven portfolios integrate tax-efficient management, flexible sector & asset class, and semi-liquid SALTS™ sleeves—ideal for clients seeking more targeted positioning without going fully bespoke.
Full customization and precision for the most discerning investors.
All the benefits of SMART, plus top-tier third-party equity managers selecting individual securities, personalized tax management, and deeper customization— crafted for high-net-worth clients who expect a tailored & sophisticated portfolio.
Simple, low-maintenance, institutional quality for every client account.
These broad, diversified ETF portfolios combine passive and active strategies with automated rebalancing and clear risk controls—delivering a scalable, efficient solution that’s easy to implement across your book.
Semi-Liquid Alternatives for Consistent, Diversified Returns.
Blending private credit, private real estate, private equity, and opportunistic hedged strategies, SALTS™ enhances diversification, smooths volatility, and offers measured liquidity—without decade-long lockups.