Investment Solutions

All Cap Equity Strategy

The objective of the Strategy is to generate alpha over a full market cycle by investing in a diversified portfolio of equities across all market capitalizations. The majority of portfolio holdings are domestic securities, but foreign securities may be included.

Large Cap Value Strategy

The objective of the Strategy is to generate alpha over a full market cycle by investing in a diversified group of equities with a market capitalization that exceeds $10 billion at the time of purchase. The majority of portfolio holdings are domestic securities, but foreign securities may be included.

Mid Cap Equity Strategy

The objective of the Strategy is to generate alpha over a full market cycle by investing in diversified group of equities with market capitalizations between $1 billion and $10 billion at the time of purchase. The majority of portfolio holdings are domestic securities, but foreign securities may be included.

Fixed Income Strategy

The objective of the Strategy is to outperform the index by focusing on market segments that offer the greatest potential for risk adjusted yield compensation. The portfolio holdings are investment-grade taxable fixed income securities across multiple sectors. Additionally, convertible securities may be used from time to time.

Equity Income Strategy

The objective of the Strategy is to maximize and grow cash flow by investing in the shares of common stocks and convertible securities with focus on qualified dividends.

Enhanced Cash Strategy

The objective to the Strategy is to seek and capture a yield advantage over money market rates by investing in a diversified strategy of short-term securities, such as government agencies, commercial paper, and taxable municipal bonds. We will attempt to position the strategy to generate additional yield by limiting interest rate risk while maintaining liquidity.