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    Separate Client Focused Equity Stocks List

    Symbol Grade Name % Change
    IVZ B Invesco Plc 1.61
    VRTS B Virtus Investment Partners, Inc. 1.21
    View As Page of Charts
    Related Industries: Asset Management
    Related Stock Lists: Harvest Fund Management Invesco Real Estate Market S&P 500 Wilshire Associates

    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 12.68
    ACTV D LeaderShares Activist Leaders ETF 3.77
    KCE A SPDR S&P Capital Markets ETF 2.82
    RPV A Guggenheim S&P 500 Pure Value ETF 1.82
    SPDV A AAM S&P 500 High Dividend Value ETF 1.79
    View all Separate Client Focused Equity ETFs...
    Compare ETFs
    Compare ACTV to SPDV Compare RPV to SPDV Compare TPMN to ACTV

        Separate Client Focused Equity Stocks Recent News

        Date Stock Title
        Nov 20 IVZ Invesco Releases 2025 Investment Outlook "After the Landing"
        Nov 19 IVZ Invesco Provides Estimated Capital Gain Distribution Information for 2024
        Related Industries: Asset Management
        Related Stock Lists: Harvest Fund Management Invesco Real Estate Market S&P 500 Wilshire Associates
        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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