Diversified Equity

A core equity portfolio is constructed with large and mid-cap equity holdings. The portfolio is further diversified both internationally and across equity segments (small-cap and more value oriented equities) by purchasing exchange traded funds (ETFs) along with occasional investments in commodities and alternative investments. A Diversified Equity portfolio will invest primarily in equities, equity Exchange Traded Funds (ETFs), and alternative investment ETFs. Cash equivalents and fixed income securities may be strategically used for risk control.