- With domestic securities we seek to diversify portfolios between large, small and mid-sized companies. Within each of these segments, we allocate between both “growth” and “value” investment styles.
- We utilize positions in international equities that provide exposure to both developed and emerging markets.
- To reduce volatility by promoting negative correlation we include allocations to precious metals, commodities and real estate investments trusts.
Your equity allocation will be predicated upon your individual financial goals, life stage,
risk tolerance and time horizon.