investment strategies

Sample Balanced Portfolio

Objectives

• Competitive total return and stability of principal through diversification

• Consistency of return across market cycles.

Process

• 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

Characteristics

• Blend of a wide range of equity and fixed income asset classes

• Positions: 100 to 125

• Turnover: 25 to 50 percent

Investment Policy Committee

George Hosfield, CFA
Ralph Cole, CFA
Brad Houle, CFA
Jason Norris, CFA

*This is a sample asset allocation is for illustrative purposes only.  It is not a recommendation for any specific allocation and does not constitute investment advice.

Updated annually. Data as of January 1, 2024.