Separate Client Focused Equity Stocks List
Symbol | Grade | Name | % Change | |
---|---|---|---|---|
IVZ | A | Invesco Plc | 2.54 | |
VRTS | B | Virtus Investment Partners, Inc. | 0.32 |
Related Industries: Asset Management
Related ETFs - A few ETFs which own one or more of the above listed Separate Client Focused Equity stocks.
Symbol | Grade | Name | Weight | |
---|---|---|---|---|
TPMN | A | The Timothy Plan Timothy Plan Market Neutral ETF | 8.65 | |
ACTV | D | LeaderShares Activist Leaders ETF | 4.01 | |
KCE | B | SPDR S&P Capital Markets ETF | 2.94 | |
RPV | B | Guggenheim S&P 500 Pure Value ETF | 1.9 | |
SPDV | B | AAM S&P 500 High Dividend Value ETF | 1.84 |
Compare ETFs
Related Industries:
Asset Management
- Separate Client Focused Equity
Separate Client Focused Equity (SCFE) is an investment strategy that focuses on creating a portfolio of stocks that are tailored to the individual needs of a client. This strategy is designed to provide clients with a portfolio that is tailored to their specific goals and risk tolerance. The portfolio is constructed using a combination of fundamental analysis, technical analysis, and quantitative analysis. SCFE portfolios are typically constructed with a focus on long-term capital appreciation and income generation.
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