U.S. Equity Investments
U.S. Gov't Fixed Income or Money Market
Non-U.S. Equity & Fixed Income
Industry Sector Investments
A BALANCED portfolio "Market" has a time horizon of (3 to 5 years) and exposure to Equity investments up to 70%. This is a portfolio customized to the special needs of each individual
This portfolio is built with Modern Portfolio Theory (MPT) and Tactical Portfolio Optimization. These are highly-diversified portfolios - similiar to what foundations, endowments and large pension funds create on a smaller scale.
Recommended investments may be Individual stocks and bonds, Indexes, ETFs, Open / Closed-end mutual funds depending on the needs of each Client.
See our Newsletter of Economic and Market Events.
Portfolio is constrained by certain parameters:
The Client informs us which investments may be included and/or excluded.
- Up to 70% U.S. Equity Investments
- Up to 70% U.S. Gov't Fixed Income or Money market
- Up to 60% Large Cap Investments
- Up to 35% Non-U.S. Equity & Fixed Income
- Up to 30% Mid Cap Investments
- Up to 25% Non-U.S. Region Equity & Fixed Income
- Up to 25% Corporate Debt
- Up to 25% Natural Resources
- Up to 20% Small Cap Investments
- Up to 15% Industry Sector Investments
- Up to 10% Hedge Funds
- Up to 10% Micro Cap Investments
- Up to 5% Non-U.S. Country Equity & Fixed Income
- Up to 5% Private Equity
Targeted returns 12% - 20%