Lazard Asset Management is a global investment advisory firm with a long and proven history of helping institutions, governments, and individuals achieve their financial goals. Lazard Asset Management now operates from 24 cities across 18 countries with a global staff of approximately 850. Our more than 300 investment professionals manage a wide range of global, regional, and country-specific strategies - both traditional and alternative - in listed equity and fixed income.

On-the-ground, global fundamental research is the foundation of our investment approach. Located in the United States, Europe, Asia, and the Middle East, our investment professionals collaborate on detailed fundamental analysis integrating knowledge across regions, sectors, and asset classes to arrive at unique insights.

We empower our investment teams to make independent investment decisions, and we support them with global research capabilities and a strong operations infrastructure. This model allows our teams to focus on what we do best: invest your capital. To learn more visit us at lazardassetmanagement.com. 

Three Flagship Dividend-Focused Strategies 

Liberty One was founded by a small group of high-producing financial advisors who could not find what they were looking for in traditional mutual funds and ETFs.  Broad-based investment vehicles own hundreds, sometimes even thousands of underlying holdings which tend to behave like the broad market.  They were looking for a more precise style of management. Since they could not find it, they created it. 

We believe that every follower of Christ should at the very least be presented with the opportunity to invest his or her resources in a manner that is in alignment with and honors their faith values. The LightPoint™ Portfolios allow you to do just that.

LightPoint™ Portfolios are turn-key, faith-based investing strategies that allow advisors to offer values-aligned portfolios while they focus on serving their Christian clients.

Our Distinctives

• Experience – With over 25 years providing faith-based investing solutions, we are one of the most experienced firms in this growing niche.
• Objectivity – We are not tied to any proprietary funds, allowing us freedom to select from a wide range of funds and fund managers.
• Unique approach – Rather than simplistic screening methodologies, we use a robust, discernment-based approach that seeks to avoid harmful or unbiblical practices and seek out companies making a positive impact.
• Rigor & Discipline – Our highly trained and experienced investment committee follows a rigorous process for evaluating and monitoring funds in our portfolios – balancing our faith-based mandate with our fiduciary duty.

Find out more at www.lightpointportfoliosolutions.com!

This information was provided by LightPoint™ Portfolios.

Logan Capital Management, Inc. is a 100% privately-owned corporation formed in 1993 whose Founding Principals came together because of a common philosophy of growth investing. Logan's original investment strategies were mid-to-large Growth and Large Cap Growth. The firm carefully added strategies to balance the business, patiently growing into the healthy diversified investment management company. Today, Logan Capital has a mix of growth, value, international and fixed income strategies that serve our institutional clients and partners without any sacrifice of the high-quality personal service to which our clients have grown accustomed.

Main Management's investment strategies offer investors a dual approach to optimizing returns and managing risk. Our Active strategy capitalizes on the efficiency of sectors over single stocks, employing a disciplined process to identify undervalued market sectors trading below historical averages. With a keen understanding of mean reversion dynamics, we strategically adjust sector allocations relative to the S&P 500, maximizing potential returns.

Complementing this, our BuyWrite strategy aims to deliver high single-digit to low double-digit returns in favorable markets, while providing protection during downturns. We achieve this by leveraging fundamental mean reversion analysis to select a portfolio of global ETFs and employing a covered call writing strategy to mitigate volatility while paying out approx. 50bps income a month.

• Tax Aware Investing

Founded in 1970, Manning & Napier offers a wide variety of equity, fixed income, ETF-based, and multi-asset class strategies. We provide this broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trusts. We work with Financial Advisors that serve a diverse client base ranging from high-net-worth individuals to institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations. With many of our Advisor partners, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. Manning & Napier is headquartered in Fairport, NY and have experienced Financial Advisor Consultants located across the country.

In 1924, MFS launched the US’ first open-end mutual fund to give everyday investors access to the markets. One hundred years later, as a full-service global investment manager serving financial advisors, intermediaries and institutional clients, we celebrate a century of active management. Tested and refined across market environments, our investing approach combines collective expertise, long-term discipline and thoughtful risk management to create value responsibly for clients. Supported by our culture of shared values and collaboration, our teams of diverse thinkers actively debate ideas and assess material risks to uncover what we believe are the best investment opportunities in the market.

This information was provided by MFS Investment Management.

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 26 countries, Neuberger Berman’s diverse team has over 2,500 professionals. For 10 consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). The firm manages $509 billion in client assets as of September 30, 2024. For more information, please visit our website at www.nb.com.

This information was provided by Neuberger Berman.