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.