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Proprietary Management
Low / Moderate Risk
Revenue Target: 7–12%
Available on Schwab
Equity Low Volatility SMA
Designed to track the S&P 500 over long market cycles with meaningfully reduced drawdowns. Invests in resilient, defensive sectors while prioritizing capital preservation and stability.
Consumer Goods
Healthcare
Industrials
Food & Beverage
Pharmaceuticals
Waste Management