CAPSTONE

Minimum Investment Amount: Varies by Platform

Investment Objective: Seeks to provide long-term capital appreciation through exposure to large, mid and small cap equities, all ten sectors and global markets.

Portfolio Allocation: 96% Equities, 4% Cash

Type(s) of Investments: Individual Equities

Distinguishing Characteristics:

    • Invests in individual stocks to reduce internal expense ratios and increase tax efficiency. The entire portfolio is well balanced across various equity exposure for additional diversification. The Committee screens for companies who are well-positioned to adapt to the societal, economical, technological and demographic shifts in an ever-changing investment landscape.

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Riskalyze Score 84

Performance Summary

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