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Registered Investment Advisors

Informed Insights

We are dedicated to servicing the unique and evolving needs of Registered Investment Advisors (RIAs) and delivering investment solutions, market insights and resources tailored to help meet your clients' diverse objectives.

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Capabilities

Our dedicated and experienced team has worked with RIAs through many market cycles. We bring you investment strategies and market insights that are right for how you work with clients. Our interaction with leading RIAs across the country enables us to bring you best-practice insights. Our consultants and relationship managers first take the time to understand your business and then offer the type of support that is aligned with your specific goals. We are committed to helping your clients- and your business-succeed.

Investment & Practice Management

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Leadership
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Matt Straut
Head of Registered Investment Advisor (RIA) Group
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Investment Solutions

International Growth

A large-cap strategy focused on investing in international companies that are expected to grow at a faster pace than global economic output.

Strategy Inception

12/07

Emerging Markets Equity

An emerging markets equity strategy that looks to invest in exceptional companies that are characterized by durable earnings growth with unique competitive advantages.

Strategy Inception

12/07

Alternative

Fundamental Alternatives Fund

QOPYX

Alternative multi-strategy investing long and short across multiple asset types, seeking to deliver high risk adjusted returns with low volatility.

Inception

12/96

NAV

$28.27

up $0.08

$1 BN Total Assets

  1. 1. Effective 12/2/13, the Fund will limit the market value of its total short positions to not more than 40% of its net assets at the time a short sale is entered into.
  2. 2. Fixed income investing entails credit and interest rate risks. When interest rates rise, bond prices generally fall, and the Fund’s share prices can fall. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Value investing involves the risk that undervalued securities may not appreciate as anticipated. Short selling may increase volatility and risk of loss and is considered a speculative investment practice. Derivative instruments entail higher volatility and risk of loss compared to traditional stock or bond investments. Mid-sized company stock is typically more volatile than that of larger company stock. It may take a substantial period of time to realize a gain on an investment in a mid-sized company, if any gain is realized at all. Commodity-linked investments are speculative and have substantial risks, including the loss of principal. The Fund may also invest through a wholly-owned Cayman Islands subsidiary, which involves the risk that changes to the laws of the Cayman Islands could negatively affect the Fund. Diversification does not guarantee profit or protect against loss.
  3. A. Daily net asset value and dollar change of the fund is as of the previous business day's closing. Fund net asset values are updated at approximately 7:00pm ET daily.
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