The Even Keel Managed Risk Funds are actively managed mutual funds that seek to provide investors access to broadly diversified global markets, and the Milliman Managed Risk Strategy™—an intelligent risk management process that seeks to create a smoother investment experience and defend against losses during sustained market declines. There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses.
Even Keel Multi-Asset Managed Risk Fund
Risk managed exposure to multiple asset classes
Even Keel Managed Risk Fund
Risk managed exposure to U.S. large-cap stocks
Even Keel Opportunities Managed Risk Fund
Risk managed exposure to U.S. small- and mid-cap stocks
Even Keel Traveler Managed Risk Fund
Risk managed exposure to international developed market stocks
Even Keel Explorer Managed Risk Fund
Risk managed exposure to international emerging market stocks
Even Keel Investments
Even Keel Investments provide investment advisors with institutional-caliber asset management and risk management strategies that aim to stabilize portfolio volatility and defend against large losses during major market downturns. Even Keel Investments currently include funds representing major global asset classes and investment styles.
Milliman Financial Risk Management
Milliman Financial Risk Management LLC (Milliman FRM)—a global leader in financial risk management to the retirement savings industry—is the advisor of Even Keel Investments. Established in 1998, Milliman FRM includes over 130 professionals operating from three trading platforms around the world (Chicago, London, and Sydney), and provides investment advisory, hedging, and consulting services on more than $190 billion in global assets as of July 31, 2015. Milliman FRM is a subsidiary of Milliman, Inc.
Main Address: 71 South Wacker Drive, Chicago, IL 60606
Website Address: www.evenkeelinvestments.com
Offerings: Open-ended mutual funds, separately managed accounts, variable insurance trusts, collective investment trusts
We believe financial advisors and their clients are at their very best, when they are provided with stability and direction. We publish our thoughts to be the expression of this idea.view all videos