Alternative Asset Classes

Income Strategies — A broadly diversified portfolio of Income oriented securities designed to deliver high levels of current income while maintaining stability of capital. The investment process is conservatively oriented selecting those securities that provide the most stable cash flows and the highest level of capital preservation. The portfolio typically holds 30-50 securities.

Hedge Fund Strategies — A broadly diversified portfolio of hedge fund strategies designed to deliver positive returns in all market environments. Containing many different strategies, the allocations are altered based on readings from proprietary investment models that indicated which strategies are favored based on current market conditions.

Private Equity — Equity investments in private and public companies across various industries. When evaluating potential investment candidates we look for companies with proven management, significant growth potential and strong market positions. We then partner with those companies and provide assistance with strategic, financial and operational issues.

Infrastructure — A portfolio that invests in middle-market infrastructure and infrastructure-like assets and companies with highly attractive risk-return characteristics, long lives and the potential to generate stable cash flow.

High Yield Bonds — A conservatively managed portfolio focused on higher yielding fixed income securities. The investment objective of the portfolio is to provide investors with long-term total return through a diversified portfolio of securities generating higher levels of current income with some potential for capital appreciation. The investment team utilizes a rigorous credit analysis process to identify the most stable high yield bonds, structured credit instruments and preferred shares.