Goals-Based Investing with Funds

We believe investment problems and challenges are best addressed in the context of an investor’s goals. While traditional investment management is often centered around an institution, our framework is focused on the individual. Our funds were designed around the goals and risks many investors face throughout their investment journey.

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What is goals-based investing?

Goals-based investing starts with understanding a shareholder’s goals and choosing portfolios that will help them meet their most-important life goals. The process also requires tools to manage the various risks shareholders’ face. The bold white line on the right illustrates the investment journey—a progression shareholders commonly experience as they invest for, and eventually realize, their goals. We believe this progression includes three distinct stages: Accumulate, Preserve and Distribute.