River Road is a boutique institutional asset management firm located in Louisville, KY who employs a bottom-up, fundamentally driven investment approach called Absolute Value® which seeks to generate attractive, sustainable returns over the long term, with an emphasis on minimizing downside portfolio risk.

 

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

This information was provided by T. Rowe Price.

Tax-Managed Model Strategies – Russell Investments’ 20-Year Achievement

Unveil the potential of active tax-managed investing with Russell Investments' Tax-Managed Model Strategies. Over the span of two decades, we have pioneered the art of optimizing investment outcomes while strategically minimizing tax burdens.

What Distinguishes Russell Investments?

• 100% Tax-Aware: We strive to maximize after-tax returns by employing a year-round active tax-managed investment approach.
• Compelling 20-Year Track Record: Since their inception in 2003, our model strategies have consistently delivered superior tax efficiency.
• A Comprehensive Toolkit of Resources: As vanguards of innovation in tax-managed investing, we equip advisors and investors with an extensive array of resources and tools, enriching their comprehension of the tax implications within investments.
• Tax-Managed Model Strategies eKit
• Tax Resource Center

As one of the industry’s largest and most experienced asset managers, Schwab Asset Management® offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account (SMAs) strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.

SBH is based in Chicago with offices in Denver, St. Louis, Philadelphia, and New York. The firm serves the diverse needs of institutions and intermediaries, including brokerage firms, banks, TAMPS, and advisors. It does so through a robust offering of fixed income and domestic, international, and global equity strategies.

Founded in 1991, Shaker Investments is a boutique, employee-owned investment management firm specializing in small and mid-cap equity portfolios. Headquartered in Cleveland, Ohio, we are committed to delivering superior long-term returns through high-conviction, actively managed portfolios that prioritize client interests and long-term value creation.

Our edge lies in a rigorous, bottom-up research process, driven by a proprietary framework of 11 key characteristics that define “fundamental superiority.” This framework evaluates growth potential, competitive advantage, management strength, and financial stability, enabling us to identify exceptional investment opportunities in expanding industries.

As investors in our own strategy, we align our capital with our clients’, reinforcing shared accountability and success. With over three decades of proven expertise, Shaker Investments combines innovation and disciplined research to navigate complex financial markets, generating superior risk-adjusted returns. This client-first, long-term approach sets us apart in the investment management industry.

This information was provided by Shaker Investments.

Strategas Asset Management is a research-driven manager of macro-thematic asset management strategies. Founded in 2014, the Firm manages a suite of three exchange traded funds, four equity and two fixed income managed account strategies and eight global asset allocation portfolios for institutional investors, family offices, and financial advisors seeking to implement Strategas' #1 ranked macro research. For more information on Strategas Asset Management visit us at our website: strategasasset.com

Tandem is an independent, employee-owned investment management firm headquartered in Charleston, SC that specializes in low volatility capital appreciation equity strategies.

Since its inception in 1990, Tandem has provided long-only U.S. equity strategies that are designed to outperform over a complete market cycle while delivering significantly less volatility of returns than the market.

With a keen focus on the efficient taking of risk, Tandem partners with financial advisors to deliver a differentiated core solution that aims to keep investors invested.

To learn more, please visit www.tandemadvisors.com.

We are proven institutional investors committed to generating long-term value through a focused, bottom-up strategy driven by downside protection. We actively seek high-conviction holdings to build meaningfully differentiated portfolios.

What Sets Us Apart

• Committed to Downside Protection: The foundation of our approach is to mitigate downside risk with the goal of long-term outperformance and lower volatility.
• Focused on Facts to Reduce Speculation: Rather than trying to predict the future, we form our investment thesis based on what is true today, using our Balance Sheet Optimization approach to valuation.
• Long-Term Oriented Investors: We invest in a select number of high-quality companies through the lens of a business owner, as if we were buying the entire company to hold indefinitely.
• One Team, One Process: Investing across the capitalization spectrum allows us to view companies over an extended life-cycle—from small to mid to large—and reinforces our long-term horizon.

Since 1994, We've Delivered Innovative Investment Strategies. 
Our risk-managed ETFs, funds, model portfolios, and exclusive advisor programs are designed to help you confidently navigate all types of markets.

Elevate Your Practice, Optimize Your Clients’ Future
By combining cutting-edge investment strategies with a deep understanding of investor psychology, our tools and insights help advisors build more resilient portfolios and foster long-lasting client relationships.

Why choose Toews?

• Established Performance: Our disciplined investment approach has delivered consistent results over decades.
• Cutting-Edge Insights: Toews Behavioral Investing Institute provides education and tools to enhance advisor-client interactions and help investors make more informed decisions.
• Tailored Strategies: We offer a range of customizable approaches to meet the unique needs of your practice and your clients.

This information was provided by Toews Asset Management.