Investment Strategies

We have prepared several portfolios for trust funds and capital reserve funds. Please contact us for further details on the portfolios.

Capital Reserve Funds Portfolio

• Meets RSA 35:9 requirements  
• Portfolio Allocation: A diversified portfolio with a target allocation of 15% large-cap U. S. stocks and 85% short-term investment-grade corporate and U. S. government bonds
• Meets Prudent Man Rule requirements

Trust Funds Income Portfolio

• Meets RSA 31:25 Requirements
• Invested according to the Prudent Investor Rule
• Portfolio Allocation: A diversified portfolio with a target asset allocation of 25% stocks and 75% bonds

 Not FDIC Insured  ◊  No Bank Guarantee  ◊  May Lose Value