Société Virtus Investment Partners, Inc.

NFJ follows a disciplined approach to bottom-up stock selection, investing at the intersection of value, quality, and shareholder yield. As part of this approach, the firm seeks to invest in companies diversified across industries with superior competitive positions and consistent financials, employing a time-tested process that capitalizes on low market expectations and strong prospects. They apply a combination of quantitative and fundamental elements to their research process.

RIM formulates their investment advice and manages clients’ assets by using different methods of analysis such as technical and rules based analysis. Their investment strategies include long-term equity and ETF; short-term equity and ETF; option writing; and short futures.

VAIA selects and employs sub-advisers to implement investment management programs for each client account, consistent with stated objectives.

VIA aims to offer clients high-quality investment strategies that have generated compelling performance and meet multiple financial needs. To accomplish this, they employ a multi-manager, multi-strategy approach that delivers a broad array of investment strategies from affiliated managers and select sub-advisers. The firm invests in a variety of instruments.

Newfleet Asset Management is a long-term, fixed income specialist who employs a multi-sector approach to investing. They build their portfolios through rigorous core credit analysis and active portfolio management. The firm utilizes both top-down sector analysis and allocation and bottom-up security selection. They seek broad diversification across industries and issuers in an attempt to limit downside risk. Newfleet Asset Management offers a suite of multi-sector strategies that vary by investment objective, exposure to below investment grade and non-US securities, and duration. The strategies are managed by a single team and share a consistent philosophy and a process that is actively managed, relative value driven, research intensive, and opportunistic. A focus beyond core sectors seeks to add value.