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Benefits of a Core-Satellite Strategy

A diversified approach to portfolio construction

U.S. dividend growth stocks and global investment grade bonds provide a broad foundation. Satellite investments help provide diversification and the potential for higher returns over time due to low correlation to the overall stock market.

Diagram of Core Equity & Fixed Income and how it can help their clients

A CORE-SATELLITE STRATEGY CAN HELP ENSURE INVESTORS ARE WELL-DIVERSIFIED ACROSS ASSET CLASSES.

  • Centered around Wealth Management equity and fixed income portfolios
  • Core investments provide a broad foundation
  • Satellite and alternative investments provide potential for higher risk-adjusted returns.

Disclosures

Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, wealth banking services, and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Deposit products are provided by Atlantic Union Bank, Member FDIC.

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