Investment Programs

For institutions desiring a global perspective for the equity sectors of their portfolios, and for individuals and trusts desiring to limit their relationship to equity investments, we offer 2 programs requiring a minimum investment of $200,000.

Global Equity Program:

  • Invests in U.S. common stocks, international (ex-U.S.) country and industry-sector ETFs, and international companies (ex-U.S.) whose common stock trades on U.S. exchanges (ADRs).
  • The investment team relies on our Economic and Financial Market Outlook and the fundamental quality and growth potential of securities in selecting ETFs and common stocks.
  • An appropriate benchmark is the MSCI World Index denominated in U.S. dollars and including reinvested income.

International (ex-U.S.) Equity Program:

  • The objective is to achieve above-average, long-term appreciation through ETF investments in growth-oriented international economies and diversified ADR investments in leading international companies with significant growth potential.
  • An appropriate benchmark is the MSCI EAFE Index denominated in U.S. dollars and including reinvested dividends.
FPO