OBJECTIVE: The Balanced Portfolio Strategy seeks a blend of long-term capital appreciation, preservation of capital and current income.


Many clients prefer a portfolio that generates a predictable level of current income as well as the opportunity for long-term capital appreciation offered by equities. Our team can assist clients with finding the proper combination of fixed income and equity exposure that is consistent with their risk tolerance and income requirements. This is provided through a blended allocation of our Large Capitalization Equity Strategy, our Global Equity Strategy and our Core Fixed Income Strategy.