An Institutional Approach
to Core Portfolios

An Institutional Approach to Core Portfolios

Opportunistic Growth

The Opportunistic Growth Strategy seeks to maximize capital appreciation through significant equity exposure. This strategy is typically appropriate for an investor with a long-term investment horizon, seeking significant capital appreciation and a high tolerance for risk.

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Growth Endowment Model

The Growth Endowment Model Strategy seeks to provide long-term capital appreciation over a complete market cycle. This strategy is typically appropriate for an investor with a longer-term investment horizon, seeking capital appreciation, and a moderate-to-high tolerance for risk.

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Growth Endowment Model

The Growth Endowment Model Strategy seeks to provide long-term capital appreciation over a complete market cycle. This strategy is typically appropriate for an investor with a longer-term investment horizon, seeking capital appreciation, and a moderate-to-high tolerance for risk.

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Balanced Endowment Model

The Balanced Endowment Model Strategy seeks to grow invested capital over the long term with a moderate level of volatility. This strategy is typically appropriate for a client with an intermediate to long-term investment horizon, seeking long-term growth of capital and a moderate tolerance for risk.

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Defensive Endowment Model

The Defensive Endowment Model Strategy seeks to balance capital preservation and long term growth with low-moderate volatility. This strategy is typically appropriate for a client with a short-to-intermediate-term investment horizon, seeking preservation of capital with the potential for longer-term growth and a low-to-moderate tolerance for risk.

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Defensive Endowment Model

The Defensive Endowment Model Strategy seeks to balance capital preservation and long term growth with low-moderate volatility. This strategy is typically appropriate for a client with a short-to-intermediate-term investment horizon, seeking preservation of capital with the potential for longer-term growth and a low-to-moderate tolerance for risk.

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