Fiduciary constructs each portfolio based upon allocation objectives established by the client.
Guided by the themes identified by the committees, portfolio managers and analysts identify issues that will perform well in the forecasted economic environment. The equity portion is invested primarily in growth stocks trading at a discount to their projected growth rates. The fixed income portion invests in high-quality, highly liquid securities focusing on issues with stable to improving credits. Fixed income issues are chosen across a broad spectrum of sectors to reduce risk and enhance return. For further detail on our U.S. Equity and Fixed Income strategies, click to see their product profiles.