Externally Managed Strategies

Externally Managed Strategies

We believe that our multi-asset class approach is unique. While we manage the U.S. Core Equity and U.S. Fixed Income portions of an account directly, we use a wide array of options for the other asset classes employed. Unlike competitors that offer "mutual fund only" or "separately managed account only" solutions, our analysts search for the best available solution among outside separately managed accounts, open end mutual funds, closed end mutual funds, and exchange traded funds.

Maple Capital retains full responsibility for client assets invested in asset classes other than in our core strategies. MCM will be responsible for selecting the outside managers to be utilized for each asset class, for the ongoing monitoring and review of those managers, monitoring the account asset allocation, and enforcing compliance with stated Client investment objectives.