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