Equity portfolio management tailored to specific client needs

Expertise working with institutions, sub-advisory platforms, financial advisors and individual investors

Systematic offers value-oriented equity investment management services to a broad array of institutional investors and investment consultants, from corporations and public pension funds to Taft-Hartley plans, foundations and endowments. We offer sub-advisory services to the mutual fund and variable annuity marketplace.  Our portfolios are also available to individual investors through select financial advisory retail wrap sponsor programs.