18 AM Balanced Fund Strategy Q2 2018

July 16, 2018

The 18 AM Balanced Strategy is designed to provide growth and capital preservation at a low cost, using both active and passive management.  The strategy is delivered via a separate account solution, allowing us to provide a low-cost, globally diverse portfolio that is customizable to each client's investment policy risk and return objectives. The 18 AM balanced representative portfolio, which has a target asset mix of 60% equity and 40% fixed income, gained 3.3% in Q2.