Inside Edge Portfolio Update: Introducing SEI, Our New Stable Equity Income Portfolio Model

Todd Gordon and Kyle Wasson review recent portfolio positioning across TAG and SIG, then introduce SEI: Stable Equity Income, a new portfolio model designed to help fill the gap between traditional fixed income and higher-volatility equity exposure. This client-only discussion also covers how SEI may fit into broader allocation planning, risk scoring, income needs, and IEC’s active portfolio management process.