Performance and Characteristics
Understanding Our Products
Our “Core” Portfolios
The primary goal of our “Core” portfolios is to outperform the respective blend of the S&P 500 and Lehman Aggregate.
- Capital Preservation : 100% Yield
- Income Plus: 20% Equity, 80% Yield
- Conservative Growth : 40% Equity, 60% Yield
- Balanced: 50% Equity, 50% Yield
- Moderate Growth: 60% Equity, 40% Yield
- Growth: 80% Equity, 20% Yield
Our Strategic Growth Opportunities (“SGO”) Portfolio
The primary goal of the SGO portfolio is to outperform a 50/50 blend of the S&P 500 and Russell 2000 Index
- SGO: – 100% equities
Our Individual Equity Portfolio
The primary goal of the individual equity portfolio is to outperform the S&P 500 Index.
- 40-50 Securities
- Equally weighted positions – 2.5% in each security
- No more than 25% in any one sector
- 100% Large Cap Value
- Minimum Account size $500,000
Our Individual Bond Portfolio
The primary goal of the individual bond portfolio is to achieve a total return over all interest rate cycles that compares favorably to the total return of the Lehman Aggregate Bond index, but with less market price and reinvestment risk.
- 10-15 Securities
- Corporate Issues with a credit rating of “A” or higher
- Agency Issues
- Municipal Issues