The Dispatch

MANAGER SPOTLIGHT

Designing Smart Portfolios

For over 20 years, Advisor Partners has been delivering innovative, proven investment strategies with a strong risk orientation, focus on quality, and aversion to tax and expense drag on returns.

Advisor Partners adheres to three fundamental principles:

1. Risk management is at the core of everything it does, taking a disciplined approach to reviewing risks and in leveraging technology to guide the risk management process. The portfolio management team has a strong risk orientation, believing that experience and judgment are as important as any risk model.
2. Costs and taxes are silent killers that can dramatically reduce investment returns, but they are factors that can be controlled. Advisor Partners seeks to minimize these drags on portfolios by thoughtfully managing trading costs and tax impact in each of its strategies.
3. The Advisor Partners investment process and technology infrastructure was designed to provide customized portfolios and benchmarks in an industry that is increasingly unwilling to deviate from standardized approaches to asset management.

Advisor Partners offers three SMA strategies through EQIS that adhere to its fundamental principles:

• Advisor Partners US Equity Large Cap Core
• Advisor Partners US Equity Small Cap Value
• Advisor Partners US High Quality Dividend Yield

US Equity Large Cap Core

Quantitatively analyzes the components of the S&P 500 Index to construct a portfolio that seeks to perform in line with the benchmark, with minimal turnover.

US Equity Small Cap Value

Quantitatively analyzes the components of the S&P 600 Value Index to construct a portfolio that seeks to perform in line with the benchmark, with minimal turnover.

High Quality Dividend Yield

Dividend paying stocks can be an important component in an investor’s portfolio, providing a regular income stream, the potential for capital growth and diversification benefits that may dampen portfolio volatility. Advisor Partners is selective and disciplined in its approach to managing dividend-focused portfolios, drawing from core beliefs formed over decades of experience.

There are dividend strategies that seek high yields that may not be sustainable. They also tend to cluster holdings in a limited number of market sectors, sometimes suffering from a boom/bust pathology as sectors rotate in and out of favor. The Advisor Partners strategy is designed to identify high-quality companies offering above-average yields, focused on companies with sustainable yields and the financial attributes of a high quality, growing company. The result is a portfolio that is positioned to capture capital appreciation as well as yield, providing what it believes to be an advantage over less diversified offerings.

Details of these strategies are available on the EQIS platform.

If you would like to deploy these strategies using the EQIS platform, go to the respective client contact and from the Action drop-down menu in the upper right corner, select Change Asset Allocation.

This option is only available for clients who have provided you with trading authorization. If you do not have trading authorization, you can either submit a Limited Power of Attorney signed by the client or use the Client Directed Asset Allocation Form found on the Resources Tab and have the client sign it.

Your EQIS Business Consultant is available to help you implement these strategies, or contact Advisor Services at support@EQIS.com or (800) 949-9936 and press 2.

EQIS and Advisor Partners are not affiliated. This is not an offer to buy or sell securities.

In This Issue:

• State of the Markets   |   Bond Yields Surge
• Making it Easier to do Business   |   Beneficiary IRA RMD Calculations and the SECURE Act
• Manager Spotlight   |   Designing Smart Portfolios
• Best Practices   |   Time Management Strategies: Decluttering Your Email

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