Products & Services

Broad Market


S&P 1500® Index Strategy

Combining the S&P 500®, S&P 400® and S&P 600® represents 90% of the domestic equity universe.  Minimum account size: $20MM.

Russell 3000® Index Strategy

Consists of the largest 3,000 stocks trading in the U.S. with a market capitalization range between $218MM to $368B.  Represents more than 98% of the domestic equity universe.  Minimum account size: $25MM.

Wilshire 4500 Index Strategy

Consists of the stocks in the Wilshire 5000 index less the S&P 500® index.  It is primarily made up of small- and mid-cap stocks.  Minimum account size: $50MM.

Wilshire 5000 Total Market Index Strategy

Consists of all U.S. equity securities with readily available price data.  Minimum account size: $50MM.