Strategies

Income Balanced Concentrated All-Cap Equity Small-Cap Equity
Equity Asset Allocation 25-40% 50-80% 100% 100%
Fixed Income &
Cash Allocation
50-75% 20-50% 0% 0%
Benchmark Index(es) 40% S&P 500 Index
60% Barclays Aggregate Index
60% S&P 500 Index
40% Barclays Aggregate Index
S&P 500 Index
Russell 3000 Index
Russell 2000 Index
Number of Holdings 40-65 35-50 20-30 30-45
Equity Company Size All-Cap All-Cap All-Cap Small-Cap
Investor Structure Managed Account Managed Account Managed Account Managed Account
Strategy Inception 2013 2008 2008 2013