How do you manage investments?
We manage your investments by carefully allocating them among many different asset classes to provide you with investment diversification. Your portfolio is carefully monitored and quarterly reports are sent to you to update you on the performance of your portfolio.
During our annual economic and forecasting meeting, our investment committee determines what percentage of portfolios to allocate to various asset classes such as international, large US stocks, small US stocks, commodities, real estate, bonds, etc.
Our investment research staff is responsible for reviewing all asset classes at least quarterly and the current approved list of funds as compared with other mutual funds in the same asset class at least every two weeks.
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