Our Alternative Investment Strategy Portfolios are managed to achieve the highest level of return for a given level of risk. They have no asset class constraints so they may be broadly diversified or more narrowly focused. They seek to achieve their objectives through: dynamic asset allocation, superior mutual fund selection, skillful combination of funds and ongoing portfolio management.
Printable Page Place cursor on each portfolio below for more information.
|Portfolio||Long Term Return
|Expected Range of
|Focused Opportunities||10%||-20% to +53%||S&P 500|
|Absolute Return Plus||8%||-10% to +30%||HFRX Global HF Index|
|Absolute Return||6%||-2% to +15%||HFRX Abs Return Index|
*See Notes for more information about each benchmark.