Moderate Allocation

Our moderate allocation takes a balanced approach to allocation. While still emphasizing risk management, our goal is to mix assets which have historically demonstrated low correlation to mitigate the risk, but allow enough freedom to achieve some market participation.

The following pie charts show the asset classes and percentages for each allocation our process generated by year.2010 Moderate Pie2009 Moderate Pie2008 Moderate Pie2007 Moderate Pie