|
|
|
|
|
|
|
 |
 |
|
Asset Class / Style:
|
Balanced / Core
|
|
|
|
Benchmark:
|
60% S&P 500/40% Barclays Capital Aggregate
|
|
|
|
Portfolio Assets:
|
$686 MM as of 6/30/2010
|
|
|
|
|
|
Overview |
|
Our objective is to employ an array of resources and proven disciplines, both quantitative and qualitative, to build a portfolio of stocks and bonds that have a high probability of outperforming the broad market over the long-term while also protecting principal values in difficult market environments. Asset allocation is the first step in the management of a balanced portfolio. Within the context of the long-term strategy and given our views of the relative attractiveness among asset classes, we will tactically under and overweight asset classes to take advantage of short-term market opportunities. The equity allocation will emphasize quality securities of relatively large companies and will be well diversified. The fixed income component will stress quality, marketability and diversification. Where appropriate, we also allocate a portion of the portfolio to small capitalization companies and/ or international securities.
|
|
|
|
|
|
|
|
|
Disclosure
|
|
The time-weighted Gross and Net performance stated above reflect the deduction of brokerage commissions, interest, the reinvestment of dividends and other income. Gross performance does not include the deduction of investment management fees. The full disclosure statement is located at the top of the page in the "Additional Information" area.
|
|
|
|
|
|
|
|
