Equity SMA

We offer advisors two main equity portfolios from which to choose. In addition, we have the ability to further customize these portfolios to meet specific needs or objectives, as well as combine fixed-income to create balanced portfolios. Please contact us if you would like to discuss alternative portfolio management strategies. Additional details of these specific individual bond strategies can be found on the YieldQuest Portal client site, or by contacting us directly.

YieldQuest Domestic Equity Portfolio

The YieldQuest Domestic Equity Portfolio will combine exchange-traded funds (ETFs) with additional securities and strategies. The entire domestic ETF market will be included in the universe with a bias placed upon the AMEX Sector SPDR Funds. Domestic equity exchange-traded funds will be analyzed based upon the underlying individual security holdings as well as the relative level of the current discount in relation to its historical average discount. We will emphasize a value approach looking to seize upon opportunities in historically undervalued sectors. Sectors trading at a relative discount to their historical average to the S&P 500 as well as attractive market capitalization segments (large/mid/small) will be over/under weighted based on several important valuation metrics. Turnover in this account may be moderate as the relative attractiveness of sector valuation changes, ETFs become cheap or expensive, and our model allocation changes over time.