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Asset Management -Socially Responsive Investing
 
        Unique :   Client Ideals  >  Research  >  Portfolios  >  Results

  • Responsive approach to Social Investing

  • 15+ years of Socially Responsive Investing :

    -   Consistently applied investment discipline
    -   Customized separate accounts
    -   Adoptive of Unique needs of Institutions

  • The Portfolios

    Traditional Value
    Seeks 10% Real Rate of Return; Capital preservation; Risk control through diversification and internally generated research.

    Large Cap Value
    Seeks S&P 500/BARRA Value return +2%. S&P 500 +2% over a 5-year market cycle. Capital preservation; Risk control through diversification and investments in large capitalization companies.

    Small Cap Value
    Seeks 10% Real Rate of Return; Capital preservation; Risk control through diversification and internally generated research. Emphasis is on companies with market cap less than $1.5 bil.