U.S. Equity Investments
U.S. Gov't Fixed Income or Money Market

Large Cap
Non-U.S. Equity & Fixed Income
Mid Cap
Natural Resources
Small Cap
Corporate Debt

Industry Sector Investments
Hedge Funds
Micro Cap
Private Equity

BALANCED

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 client.

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.

1. Up to 70% U.S. Equity Investments
2. Up to 70% U.S. Gov't Fixed Income or Money market
3. Up to 60% Large Cap Investments
4. Up to 35% Non-U.S. Equity & Fixed Income
5. Up to 30% Mid Cap Investments
6. Up to 25% Non-U.S. Region Equity & Fixed Income
7. Up to 25% Corporate Debt
8. Up to 25% Natural Resources
9. Up to 20% Small Cap Investments
10. Up to 15% Industry Sector Investments
11. Up to 10% Hedge Funds
12. Up to 10% Micro Cap Investments
13. Up to 5% Non-U.S. Country Equity & Fixed Income
14. Up to 5% Private Equity

Targeted returns 12% - 20%

Is it time to take advantage of Opportunities?