Products/ Strategy

Ascendant Managed Account Programs

We manage a suite of ten seperately managed account (SMA) strategies and a mutual fund asset allocation program, the Global Allocation Program (GAP). Our long-only strategies include five equity strategies, three fixed income strategies, and two allocation strategies. Within our MultiCap Equity, Fixed Income Blend and Balanced strategies, we tactically manage allocations among the underlying core strategies within defined policy ranges. All of our long-only strategies are available in a separately managed account structure and three are available in an open-end mutual fund format (Patriot Fund (Large Cap), Deep Value Convertibles, and Patriot Balanced).

Separately Managed Account (SMA) Portfolios of individually managed securities
Global Allocation Program (GAP) Mutual fund asset allocation program utilizing proprietary and third-party funds