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Portfolio Strategy Committee

October 23, 2018 11:43 am Published by

The SPIAS Portfolio Strategy Committee (PSC) is a group of investment professionals who average over 20 years of industry experience. They drive the asset allocation process for the MAPs The PSC meets on a weekly basis to: Continually monitor the… Read more

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Helping Advisors Invest & Manage Efficiently

September 25, 2018 10:23 am Published by

Both institutional investors and financial advisors look to specialized investment managers, like SPIAS, for advice on portions of their portfolios. Outsourcing to a third party asset manager allows advisors to focus on core activities, like relationship building and practice management,… Read more

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Our Philosophy

September 25, 2018 10:21 am Published by

We aim to be a partner to our financial advisors, not just a product provider. The SPIAS team works together with financial advisors to help meet investment objectives with our model portfolios, but we also want to be a resource… Read more

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S&P 4 Investment Methodology

September 25, 2018 4:49 am Published by

Diversified & Balanced Sub-Strategies Each sub-strategy has a distinct objective, but falls into one of two themes: companies with attractive profits or those who return earings to shareholders. Sub-strategies independently select 30-33 stocks each on the rebalance date. All four… Read more

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MAPs Investment Methodology

September 24, 2018 9:54 pm Published by

Dynamic Asset Allocation Dynamic asset allocation combines a strategic, long-term approach with some tactical tilts. This blended approach seeks to adjust positioning in light of major macroeconomic events and shifting market cycles, while maintaining a long-term view. Blended Qualitative &… Read more

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S&P 4

September 5, 2018 6:03 pm Published by

The S&P 4 is a large cap equity model portfolio that seeks to maximize capital appreciation by blending four underlying sub-strategies. Each sub-strategy has a distinct objective: Competitive Advantage combines profitability with value, seeking to identify companies with strong return… Read more

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