Investment Management
AAA Only Fixed Income
AAA Only Fixed Income seeks to provide safety of principal with income as a secondary goal. This strategy targets AAA rated bonds only.
Core Fixed Investment Grade
Core Fixed Investment Grade Income strategy seeks to produce risk adjusted long-term returns above the broad bond market. This strategy prioritizes investments in the following order: investment grade bonds and cash.
Core Plus Fixed Income
Core Plus strategy seeks to outperform the broad fixed income market by investing in a core of U. S. investment grade bonds supplemented with U.S. high yield bonds. This strategy prioritizes investments in the following order: Investment grade bonds, high yield bonds and cash.
Conservative Balanced
Conservative Balanced strategy seeks to outperform the broad fixed income market by investing in a core of U.S. Investment grade bonds supplemented with U.S. high yield bonds, plus adding equites for growth of capital. This strategy prioritizes investments in the following order: Investment grade bonds, high yield bonds, equities and cash.
Aggressive Balanced
Aggressive Balanced strategy seeks growth of capital, but also utilizes investment grade and high yield bonds to produce income. The strategy prioritizes investments in the following manner: equities, investment grade bonds, high yield bonds and cash.
Equity Mid-Cap Dividend
Equity Mid-Cap Dividend strategy creates a balanced portfolio that will provide income and also offer significant appreciation potential utilizing medium sized under-valued stocks. The strategy prioritizes investments in the following manner: 100% mid-cap dividend paying stocks.
