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Proprietary Management
Moderate Aggressive
Revenue Target: 15–25%
Available on Schwab
Equity Growth SMA
Designed to outperform the NASDAQ 100 and S&P 500 by delivering comparable downside volatility while capturing greater upside potential. Targets large-cap companies with substantial market presence and strong growth trajectories.
Semiconductors
Software Infrastructure
Payment Services
SaaS
Cybersecurity
Streaming