| wdt_ID | Strategy Name | Management Type | Portfolio Classification | Minimum Investment | Product Type | Details |
|---|---|---|---|---|---|---|
| 6 | Core | Strategic | Global Asset Allocation | $25,000 | Managed Acct. | View |
| 7 | Core - American Funds® | Strategic | Global Asset Allocation | $25,000 | Managed Acct. | View |
| 8 | Core - First Trust® | Strategic | Global Asset Allocation | $25,000 | Managed Acct. | View |
| 10 | Multi-Strategy | Multi-Strat | Multi-Strategy Allocation | $25,000 | Managed Acct. | View |
| 13 | Small Account Model (SAM) | Strategic | Global Asset Allocation | $5,000 | Managed Acct. | View |
| 14 | Volume Factor Global Unconstrained | Tactical | Global Unconstrained | $150,000 | Managed Acct. | View |
