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Balanced

Many clients utilize a balanced approach to satisfy their investment needs. At Sawgrass Asset Management, we have the ability and experience in building a well-diversified portfolio between stocks and bonds consistent with our clients' long-term investment objectives.

To determine a client's optimal asset allocation between stocks and bonds, the investment professionals at Sawgrass work with the Trustees' investment committee members (consultant, attorney, etc.) to review the current investment policy, assets, liabilities and future contribution/distribution needs of the Fund. Once these factors are taken into consideration, an optimal asset allocation is developed and implemented, based on current capital market assumptions. It is our strategy to review this allocation periodically and to rebalance when appropriate.

 

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