Our mission is to obtain the best long-term results for you. In a rigorous process we created a selection of funds matching varying levels of risk to help us achieve this goal. A simple structure enables you to make fewer but more impactful decisions. At the same time, it lets you benefit from leveraging our pricing power with investment managers, keeping fees low.
Preservation of capital with significant exposure to fixed income. There will be some exposure to equities to reduce overall portfolio risk and to provide a modest growth of capital.
Moderate growth of capital with lower volatility. Primary exposure will be to fixed income, with a meaningful exposure to equities to support growth of capital.
Growth of capital with a primary exposure to equities, while reducing risk and volatility through fixed income and real estate exposure.
Growth of capital over complete market cycles with significant exposure to equities and some modification of risk through fixed income and real estate exposure.
Growth of capital over complete market cycles with full exposure to equity markets and risk based assets.