Endowment

Asset Allocation

Fund Investment Objectives

The Endowment Asset Allocation Strategy utilizes mid/large capitalization equities and ETFs which obviates the need for mutual funds and consultants. We broadly diversify investment portfolios across the global capital markets. Clients have exposure to a combination of U.S., international and emerging market stocks, bonds, and real estate. This tactical asset allocation allows for a more cost effective managed portfolio. The EAAS is an ideal investment solution for smaller Endowments, Foundations, Pensions, Personal Trusts, and IRAs. Tactical asset allocation strategy - utilization of mid/large capitalization equity and tactical ETFs obviates the need for mutual fund managers, consultants and reduces expenses. Fund uses the Benchmarks equally.