Growth Allocation

Our growth allocation strives for market participation. While still emphasizing risk management, our goal is to allow asset trends to play out. The assets have historically demonstrated low correlation which tends to mitigate risk during volatile times, but allows enough freedom to achieve market participation.

The following pie charts show the asset classes and percentages for each allocation our process generated by year.

2010 Growth Pie2009 Growth Pie2008 Growth Pie2007 Growth Pie