Cash

Cash is a drag on performance during low interest rate, inflationary environments, and positive equity markets. We feel it is still a necessary allocation in a prudent portfolio.

Fixed Income

• Short-term taxable and tax-exempt securities.
• Fixed Income “Plus” Fund and Total Return Strategies

Long Only Equity

• Dividend Growth Strategies
• Multi-Manager with Multiple Strategies Equity

Long-Short Equity

We allocate to manager’s in both a mutual fund structure and managers in a private partnership format. Long-Short managers have the potential to provide outperformance in tough equity market environments while also participating in rising markets.