All-Cap Balanced

Typical Allocation Range:

Equity: 40% - 70%
Fixed Income: 30% - 60%
Cash: 1% - 15%

Small, mid, and large cap stocks
Benchmark: 50% Russell 3000® Index / 50% BCGC*

The All-Cap Balanced Account has an average allocation of 52% equities. This allocation changes as our risk indicators direct us to add or reduce equity exposure to the account. We actively manage the fixed income portion of the account with what we feel are high quality iShares and Treasuries.

The account holds a mix of small, mid, and large cap stocks. We weight the stock exposure toward the most advantageous market capitalizations based on our research.

Sector analysis in an important part of our portfolio management process. Changes in sector weightings are made based on our analysis.

We believe that having the maximum flexibility to follow our research is the key to adding value to our clients' accounts.

As of March 31, 2020

Market Cap Breakdown
Asset Allocation

*The benchmark is a static blend of 50% Russell 3000® index , 50% Barclays Aggregate U.S. Govt./Credit Bond Index . The Russell 3000® index consists of the 3000 largest publicly listed U.S. companies, representing 98% of the total capitalization of the U.S. stock market. The Barclay’s index measures the performance of U.S. dollar denominated U.S. Treasuries, government-related and investment grade U.S. corporate securities that have a remaining maturity greater than one year.

Conservative All-Cap Balanced

The Conservative All-Cap Balanced Account has a target stock allocation of 25% - 55%. This allocation changes as our risk indicators direct us to add or reduce equity exposure to the account. We actively manage the fixed income portion of the account with what we feel are high quality iShares and Treasuries.

Composite Benchmark

A static blend of 35% Russell 3000® index , 65% Barclays Aggregate U.S. Govt./Credit Bond Index

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All-Cap Balanced

The All-Cap Balanced Account has an average allocation of 52% equities. This allocation changes as our risk indicators direct us to add or reduce equity exposure to the account. We actively manage the fixed income portion of the account with what we feel are high quality iShares and Treasuries.

Composite Benchmark

A static blend of 50% Russell 3000® index , 50% Barclays Aggregate U.S. Govt./Credit Bond Index

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60-Plus All-Cap Balanced

The 60+ All Cap Balanced account has a minimum target stock allocation of 60%. This allocation changes as our risk indicators direct us to add or reduce equity exposure to the account. We actively manage the fixed income portion of the account with what we feel are high quality iShares and Treasuries.

Composite Benchmark

A static blend of 70% Russell 3000® index , 30% Barclays Aggregate U.S. Govt./Credit Bond Index

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All-Cap Equity

The All-Cap Equity Account has a target range of 85% - 100% in equities, with a mix of small, mid, and large capitalization stocks. We weight the stock exposure toward the most advantageous market capitalizations based on our research.

Composite Benchmark

Russell 3000® index

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