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Investment Profiles

Growth: This portfolio typically contains smaller positions of individual investments than the Aggressive Growth portfolio and will not short equity securities.  Managers will, however, utilize some of the options and short-term trading strategies used in the Aggressive Growth profile and may also invest in Initial Public Offerings when deemed appropriate.

Balanced (Growth and Income): This profile is a combination of the Growth profile and fixed income investments.

Income/Capital Preservation: This profile will primarily contain fixed income and market neutral investments and may invest in arbitrage opportunities.

Clients reserve the right to determine which profile they prefer in their account management, including any combination of these methodologies.

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Last modified: January, 2018

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