Combine diversification and tax-efficiency in a single account with an individual mix of mutual funds, exchange-traded funds, closed-end funds, and individual stocks. Benefit from the transparency of individual stocks and their potential cost and tax benefits.
The faith-based investing perspective behind LightPoint™ Portfolios’ Select Equities Strategy is more than an overlay – it permeates the decision making throughout the fund. Combined with Select Equities Strategy’s advanced analytics and experienced institutional asset management team, it aims to give your clients a low-cost and tax-efficient way to create your client’s diversified portfolio.
Distinctives of the Select Equities Strategy include:
- Daily transparency
- Tax efficiency & lower cost of individual stocks
- Rigorous five-step screening process
- Investment community deeply committed to Biblically Responsible Investing
- Active oversight
