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Proprietary SMA Strategies
Four actively managed equity strategies — concentrated in market-leading companies, built for long-term outperformance, and available on the Charles Schwab Managed Accounts platform.
Four Distinct Approaches, One Investment Philosophy
Each strategy targets a different risk-return profile, but all share the same core process: fundamental research, concentrated conviction, and disciplined execution.
Calendar Year Returns Gross of Fees
Full backtest from January 2008 inception through the most recent quarter-end. All returns are gross of advisory fees.
Compounding Over Time
Hypothetical growth of a $100,000 investment from backtest inception on January 7, 2008 through the most recent data.
See How It Would Have Worked for You
Our Wealth Projection Simulator uses real daily returns from all four SMA strategies — not hypothetical models — to show exactly how your portfolio would have performed based on your specific situation.
Ready to explore?
Whether you're an advisor looking to add high-conviction equity strategies, or an individual investor seeking active management — we'd love to connect.