investment strategies

Sample Balanced Portfolio


Sample Balanced Portfolio


  • Enhance stability and total return through diversification

  • Satisfy clients’ risk and return objectives


  • Top down macro-economic outlook is combined with asset class and sector specialist input to determine asset classes emphasis relative to clients’ stated investment policy


  • Composition: Blend of investment strategies that comprise multiple equity types and fixed income classes

  • Positions: 100 to 125

  • Turnover: 25 to 50 percent

Investment Policy Committee

George Hosfield, CFA
Marc Fovinci, CFA
Ralph Cole, CFA

Updated annually. Data as of January 1, 2019.