Portfolios
Portfolios
Our Globally Diversified portfolios satisfy the “core portfolio” needs of investors at defined risk levels. We achieve our objectives through: dynamic asset allocation, superior mutual fund selection, skillful combination of funds and onging portfolio management.
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- short term reserve
Short Term Reserve
This portfolio will consist of a variety of mutual funds and will be weighted heavily towards funds that employ absolute return and tax-exempt fixed income strategies.
- capital preservation
Capital Preservation
This is a very conservative portfolio that is heavily weighted toward absolute return and fixed income strategies.
- conservative or income
Conservative or Income
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.
- global opportunities
Global Opportunities
This is an aggressive portfolio that has a high level of equity exposure with emphasis on small cap, international and emerging markets stocks.
Performance Objectives
| Portfolio | Long Term Return Objective |
Expected Range of Annual Returns |
Benchmark* |
|---|---|---|---|
| Global Opportunities | 10% | -25% to +64% | MSCI World |
| Long Term Growth | 9% | -20% to +50% | LTG Bench |
| Growth & Income | 8% | -15% to +38% | G&I Bench |
| Balanced | 7% | -10% to +27% | Balanced Bench |
| Conservative | 6% | -5% to +18% | Conservative Bench |
| Income | 6% | -5% to +18% | Conservative Bench |
| Capital Preservation | 5% | -2% to +13% | Cap Pres Bench |
| Short-Term Reserve | 4% | 0% to +8% | BarCap Muni 3Yr |
*See Notes for more information about each benchmark.
