Investment Vehicles Employed
- Growth investments are selected based on their fundamental prospects for long term growth and their attractive current valuations.
- Domestic, global and international equities.
- International Developed Markets (exchange traded funds and actively managed mutual funds)
- International Emerging Markets (exchange traded funds)
- Commodities (exchange traded funds and individual stocks)
- Income-oriented investments are selected for current income and diversification.
- Higher-quality bonds (Government, Agency, Corporate)
- Preferred stocks
- High yield bond funds
- Convertible securities
- Real Estate Investment Trusts
- Other asset classes may be used to fulfill specific portfolio objectives.
- To a limited extent and where appropriate, we may also use real estate partnerships, hedge funds, private equity and venture capital.
