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RI Tactical Balanced Portfolo

Type of Products & Solutions: Separately Managed Account.
Fund Managers AJ Sull
Inception Year 2019
Client Type Individual Investor, Institutional Investor.
Minimum Investment 500000
RI Strategy
Shareholder engagement, Negative screening.
Product Exclusions
  • Tobacco
  • Weapons/military
Asset Class
Balanced.
Risk Rating
Medium.
Geographic Exposure
International, Canada, U.S..