Large Cap Growth Equity |
Seeks to provide long-term capital appreciation by investing in high-quality large-cap U.S. equities.
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Small Cap Growth Equity |
Seeks to provide long-term capital appreciation by investing in high-quality small-cap U.S. equities.
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Fact Sheet
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SMID Cap Growth Equity |
Seeks to provide long-term capital appreciation by investing in high-quality U.S. equities with a mix of both small-cap and mid-cap securities.
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Equity Income |
Seeks to provide a combination of income and capital appreciation by investing in high-quality U.S. equities that pay dividends.
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Fact Sheet
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Core
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Seeks to maximize risk-adjusted return investing in treasuries, government agencies, corporate bonds, & taxable municipal bonds, with a bias toward corporate & taxable municipal bonds.
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Fact Sheet
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Tax Exempt
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Seeks to maximize risk-adjusted after-tax return. We own debt that is backed by an easily understood revenue stream, with a bias against issuers with large pension obligations.
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High Yield
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Seeks to maximize risk-adjusted return focusing on smaller issuers and special situations. Our bias is for BB rated credits.
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Fact Sheet
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Click here for General Disclosures & Composite Performance Summary
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Stocks Declined Sharply, Even As Economists Expect 3% Growth In 2022
The Standard & Poor's 500 stock index declined 5.7% for the week. It was the third consecutive week of losses and the worst week for stocks since March 2020.