Prior to searching for money managers, we will help you determine how much to utilize sub-asset class styles. These are simply subdivisions of the traditional broad asset classes which include equities, fixed income, and cash. Using the sub-asset class styles is an excellent way to limit volatility with regard to your returns, since different styles will yield different returns at different times.
| Sub-Asset Class Styles: Equity |
|---|
| Core |
| Growth |
| Value |
| Sub-Asset Class Styles: Fixed-Income |
|---|
| Active Duration |
| Core |
| Defensive |
| Extended Maturity |
| High Yield |
| Intermediate |
Investor Profile