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INVESTMENT OPTIONS—EQUITY MANAGEMENT I:
The part of your account that is allocated to equities
will consist of three main components:
1)
Core Holdings (50%-75% of the equity component):
The core portfolio consists of stocks that have been selected using bottom up analysis
with an emphasis on value and intermediate term growth. Our research includes a combination
of in house financial analysis, technical analysis, and independent analyst research. The
selected securities that meet our criteria, when combined in the portfolio, results in a
core holding with a lower beta than that of the S & P 500, while maintaining a
correlative relationship to the widely followed benchmark. Holding periods for these
are generally expected to be from one to three year time horizons.
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