Steps

 

Boyd
Watterson

Skyline

 

 

Relative Value and Income

DescriptionAn actively managed portfolio with an emphasis on dividend stocks trading at a relatively attractive price.
 
BenchmarkStandard & Poor's 500
 
VehiclesSeparate account only.
 
TargetsProvide competitive value-oriented returns, net of fees, in a relatively stable portfolio.
 
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Skyline Photo Courtesy of Convention & Visitors Bureau of Greater Cleveland