Balanced Investments

Philosophy:

The philosophy is based upon the belief that asset allocation is a critical component of long-term investment performance. Therefore, Trusco recognizes that by having a thorough understanding of the clients' objectives and risk tolerances, we are best positioned to partner with the client to develop an investing "blueprint", and execute a portfolio strategy that will achieve their long-range goals. The process begins with an objective model that's designed to capture market structure and relationships, as well as performance shifts that occur over time. The portfolio that is created by this process is a unique combination of asset classes and investment ranges tailored to meet your goals, objectives, and risk tolerances: a blueprint for your success.

Objective:

The goal of this process is to provide the client with an optimal investment portfolio designed to meet current needs and goals, while mitigating to the greatest extent possible the effects of short-term volatility that can potentially compromise performance.

All available investment styles and asset classes can be used, where appropriate, as components of the balanced investment solution.

Benchmark:

This product is typically evaluated against a blended benchmark comprised of common industry indices offering a comparative reference commensurate with the portfolio's asset allocation.

Available Investment Options:

The process is available to investors through the following investment vehicles:

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Balanced Investments

Philosophy:

Objective:

Benchmark:

Available Investment Options:

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