From this author
GRAT Expectations: Why More Investors Are Turning to Grantor-Retained Annuity Trusts
by Jeff Brown, Director, Institutional Portfolio Manager
June 1, 2021
Amid low interest rates and volatile asset values, high-net-worth individuals are taking a fresh look at a powerful wealth transfer tool—grantor-retained annuity trusts, or GRATs.
How to Use Custom Direct Indexing Portfolios to Boost Yield
by Jeff Brown, Director, Institutional Portfolio Manager; James Roccas, Managing Director, Investment Strategy
February 15, 2021
How far can investors go in pursuit of excess return? We share some strategies that can help—as long as the added risk isn’t too intimidating.
Four Ways to Navigate Market Volatility
by Thomas Lee, Chief Investment Officer; Jeff Brown, Director, Institutional Portfolio Manager
March 25, 2020
Disciplined investing isn’t always easy in volatile markets—but patient investors will see their discipline rewarded.