Strategies
​     Fact Sheets
  • Market Oriented - The performance objective of the Market Oriented product is to outperform the S&P 500 index utilizing a market oriented investment process with a low correlation to Growth and Value returns. (more)

  • Worldwide Equity - The performance objective of the Worldwide Equity product is to outperform the Global Equity index utilizing a relative value investment style of management.  The Global Equity index is comprised of 80% S&P 500 stocks and 20% MSCI EAFE stocks. (more)

  • Worldwide Balanced - The performance objective of the Worldwide Balanced product is to outperform the Global Balanced index utilizing a relative value investment style of management.  The Global Balanced index is comprised of 48% S&P 500 stocks, 12% MSCI EAFE stocks and 40% U.S. Treasury Notes. (more)

  • Worldwide Dividend Plus - The performance objective of the Worldwide Dividend Plus product is to outperform the S&P 500 Index utilizing a relative value investment style of management with an emphasis on dividend income. (more)


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