Global Tactical Asset Allocation Program:
This investment strategy is an actively traded mutual fund program with the goal of achieving higher returns than the overall equity market. It leverages the expertise of the managers and securities analysts of over 6000 funds and at any given time holds positions in approximately 15-20 distinct funds. This program has delivered superior returns and has been highly ranked by Nelson Information and Effron.

Global Balanced Strategy:
This strategy utilizes the client's investment goals to design a portfolio that will vary in its allocation among fixed income and equities (along with various investment styles such as growth, value, large cap and small cap) depending on how the firm views the overall market and the corresponding relationships among different asset classes. This program has been highly ranked by Nelson Information and Effron.

Fixed Income:
Through the use of bonds, we create a portfolio designed to provide currentincome and long-term return equal to, or more than, that of the Lehman Brothers Aggregate Bond Index. The overriding philosophy of this approach is one of conservatism, with the objective of providing a relatively stable and predictable return to the client.

Special Income Strategy:
Through the use of bonds, real estate investment trusts and publicly traded master limited partnerships, we create a portfolio designed to provide income equal to, or above, that of investment grade bonds. While exposing the client to somewhat more risk than a traditional fixed income portfolio, the expectation is that the strategy will produce a greater total return than a portfolio of corporate bonds.