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 Disciplined Repeatable Process
 Not a Closet, or Enhanced Index
 Our Stock Selection Adds Value
 A Veteran Team
 Truly Independent
 

Investment Styles
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Conservative All-Cap Balanced | All-Cap Balanced | 60-Plus All-Cap Balanced | All-Cap Equity

Typical Allocation Range:
  • Equity: 25% - 55%
  • Fixed Income: 45% - 75%
  • Cash: 1% - 15%
Small, mid, and large cap stocks
Benchmark: 35% Russell 3000/65% BCGC*

The Conservative All-Cap Balanced Account has a target stock allocation of 25% - 55%.  This allocation changes as our risk indicators direct us to add or reduce equity exposure to the account.  We actively manage the fixed income portion of the account with high quality iShares and Treasuries. 

The account holds a mix of small, mid, and large cap stocks.  We weight the stock exposure toward the most advantageous market capitalizations based on our research.

Sector analysis in an important part of our portfolio management process.  Changes in sector weightings are made based on our analysis.

We believe that having the maximum flexibility to follow our research is the key to adding value to our clients' accounts.

As of March 31, 2017




*The benchmark is a static blend of 35% Russell 3000®, 65% Barclays Capital U.S. Govt./Credit Bond Index. The Russell 3000® index consists of the 3000 largest publicly listed U.S. companies, representing 98% of the total capitalization of the U.S. stock market. The Barclay’s index measures the performance of U.S. dollar denominated U.S. Treasuries, government related and investment grade U.S. corporate securities that have a remaining maturity greater than one year.
 
 
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