Portfolios
Portfolios
Our Globally Diversified portfolios satisfy the “core portfolio” needs of investors at defined risk levels. Place cursor on each portfolio below for more information.
- short term reserve
Capital Preservation
This is a very conservative portfolio that is heavily weighted toward absolute return and fixed income strategies.
- conservative
Conservative
This is a conservative portfolio that is weighted toward absolute return and fixed income strategies, but has modest exposure to equities.
- balanced
Balanced
This is a moderate portfolio that is broadly diversified among a variety of investment strategies and has significant exposure to equities.
- growth & income
Growth & Income
This is a growth-oriented portfolio that is broadly diversified among a variety of investment strategies and has a high level of exposure to equities.
- long-term growth
Long-Term Growth
This is an aggressive portfolio that is broadly diversified among a variety of investment strategies and has a high level of exposure to equities.
Performance Objectives
| Portfolio | Long Term Return Objective | Expected Range of Annual Returns | Benchmark | Expected Risk Level |
|---|---|---|---|---|
| Capital Preservation | 6% | -2% to + 14% | 25% S&P 500 + 75% T-Bills | 25% of S&P 500 |
| Conservative | 7% | -5% to +19% | 40% S&P 500 + 60% T-Bills | 40% of S&P 500 |
| Balanced | 8% | -10% to +26% | 60% S&P 500 + 40% T-Bills | 60% of S&P 500 |
| Growth & Income | 9% | -15% to +33% | 80% S&P 500 + 20% T-Bills | 80% of S&P 500 |
| Long-Term Growth | 10% | -20% to +40% | S&P 500 | S&P 500 |
