Services

Managed Portfolios

 

A Managed Portfolio leverages our family of mutual funds to minimize fees without compromising our investment discipline. Each mutual fund represents a strategic allocation (see below). The investment portfolio directly reflects any changes made to that strategy by our portfolio-management team. Because these funds consolidate multiple transactions, they are a perfect blend of active money management and cost-effective investing.

Designed with IRA and qualified accounts in mind, the managed portfolio option is well-suited for a range of clients, from the individual to the institutional investor.

 

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Primary Benefits

  • Cost-effective professional management
  • Streamlined investment methodology
  • Efficient for investor accounts of all sizes
  • Dynamic allocation
  • Active fund management
  • $10,000 minimum

MANAGED PORTFOLIO STRATEGIES

Income (Total Return)

This strategy is for the growing pool of investors who seek an income stream, but also want 100% liquidity. A low-risk strategy, it uses a variety of investment tools. It is also an excellent complement to illiquid investments as an income-strategy portfolio is not penalized for withdrawals.

Absolute Return

This strategy is for the risk-averse investor who wants some participation in the market. Its guiding principle is to attempt to avoid a negative return in any rolling 12-month period. A defensive portfolio, it may experience high turnover and may build high proportions of cash as dictated by market pressures.

Balanced

One of our flagship strategies, this approach is for the more conservative investor who seeks less volatility and competitive returns. Since 1984, this blended, equity and fixed-income strategy has produced returns near the S&P 500 with about 65% of the standard deviation.

Faith and Values ® Balanced

The Faith and Values® Balanced Portfolio is for the moderate investor who would like to have a balanced exposure to both the equity and bond market. This blended strategy adjusts the stock-bond ratio in response to the market environment. It provides investors a way to align their investment portfolio with their faith and values.

Equity

One of our flagship strategies, this approach is for the investor who wants full market participation and equity diversification. This strategy has successfully exceeded the returns of the S&P 500 since 1984, net of all fees, and has done so with historically less standard deviation.

Strategic Multi-Cap

This is an equity strategy for the investor who has a generous time horizon. The portfolio incorporates diversification and tax-sensitive balancing and employs a combination of the most efficient tax lot techniques to reduce realized capital gains and tax liability.

Global

This strategy is for the investor comfortable with the potential volatility of international markets, who wants broader diversification and who seeks to capture returns from faster-growing foreign sectors.

The Standard & Poor’s 500 Stock Index consists of 500 stocks chosen for market size, liquidity and industry grouping, among other factors. This market value-weighted index is designed to be a leading indicator of the U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe. The Morgan Stanley Capital Int’l Europe, Australia and Far East Index (MSCI EAFE Index) is a widely recognized benchmark of non-U.S. stock markets. It is an unmanaged index of 20 European and Pacific Basin countries and includes the reinvestment of all dividends. Indexes are unmanaged and cannot be invested into directly. Investing in limited sectors may increase overall volatility of your portfolio.