Equity Selection Process
Total Available Equity Investments
Bloomberg screening utilized to create
Equity Investment Universe
Approximately 1,200 eligible Equity Securities
Quality screening, Internally developed equity model, Independent research, Qualitative business assessment and Relative Value assessment utilized to create Equity Buy List
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Equities selected from Buy List to create customized client portfolio
Fixed Income Selection Process
Total Available Fixed Income Investments
Quality screening excludes all assets with credit rating below "A"
Internally developed "Relative Value" Fixed Income Model seeks bonds that are competitively priced, maximizing yield.
Economic and inflation conditions analyzed to determine optimum length of Fixed Income maturity ladder and use of callable securities
Individual investors' tax bracket considered in order to maximize after-tax yield
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