The Enhanced S&P 500 Strategy seeks long-term, risk-managed growth of principal through the selection of attractively valued stocks including in the S&500 Index via an SMA structure.
The strategy invests in a targeted equity portfolio of approximately 50 large-cap stocks selected for their company-specific attributes and industry attractiveness as determined by VGA’s proprietary screening models.
The strategy also seeks to provide value by emphasizing stocks from top-ranked industry sectors, as determined by the firm’s proprietary sector-ranking models.
The strategy's primary objective seeks long-term growth of principal.
For more information on the Enhanced S&P 500 Strategy, contact us.
Vineyard Global Advisors, LLC (“the Adviser”, “Vineyard Global Advisors”, or “VGA”) is a DBA of Integrated Advisors Network, LLC (“Integrated”). Integrated is an SEC registered investment advisor. Registration does not imply a certain level of skill or training. VGA is affiliated with, but not under common control of, Integrated.
More information about Vineyard Global Advisor, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.
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