Private Equity

This strategy seeks to provide a stronger capital preservation orientation than the above growth portfolios, while utilizing a disciplined approach to generating high current income yields and a modest amount of appreciation. We believe the long-term risk of this strategy lies somewhere between a conservative bond portfolio and our other growth equity strategies.

While this strategy is primarily equity oriented, bonds may be utilized occasionally; both are selected for their income producing potential. We do not seek the highest yield, but rather a secure and growing yield. This strategy offers wide flexibility in types of securities used to generate a current income yield.