1: Time-tested, market-proven investment processes
We manage several funds for Equitable Life including the Whole Life Equimax Participating fund, the Money Market fund as well as the Active Balanced portfolios. Our tactical asset allocations are determined using the same investment processes across all funds; investment processes that have been both time tested and market proven.
2: Ideal size
While we benefit from the same institutional services, information and pricing as our larger competitors, our smaller size carries unique advantages, including the ability to access smaller less liquid markets and, as well, the ability to make nimble and integrated decision making.
3: Highly accessible
Compared to larger investment firms, our investment team is highly accessible to financial advisors which give you quicker access to understanding timely market information and key events.
