We diversify client assets across asset classes and asset styles, using third party managers to invest accounts according to their investment objectives. Asset allocations and managers may change over time depending on the investment objective, the economic and market outlooks, and the availability of managers.
Current Investments by Asset Class
Equity Styles
- Large Cap Core
- Large Cap Value
- Large Cap Growth
- All-Cap Value
- Small-Mid Cap Growth
- New Technology (technology sector focus)
- International
Fixed Income Styles
- Tax-Exempt
- Taxable
- High Yield
Alternative Assets
- Private Real Estate
- Private Equity
- Specialized Debt
- Natural Resources
- Low Volatility Hedge Funds
Cash Management
- Treasury Money Market Fund
- Prime Money Market Fund
- Tax Free Money Market Fund
Art provided from the private collections of Legacy clients.