Our Management Styles

SELECTOR® offers ten management styles. Each is managed differently with regard to investment horizons, investment objectives, and portfolio volatility.  SELECTOR® Money Management adjusts the asset allocations within these styles as financial markets change, but does maintain distinct separations between the styles.  Each of the management styles offered is listed below.

SELECTOR® Aggressive Growth – Objective:  Primary objective is to maximize capital growth for investors who have a long-term investment horizon and require no income from their investment.  This management style may invest in domestic and international equities, domestic and international bonds, sector funds, leveraged funds and money market funds.  Portfolio allocations will include several funds/sub-accounts representing various asset classes. Portfolios may be significantly over-weighted into specified asset classes.  Equities may comprise 60-100% of the portfolio, in SELECTOR® Aggressive Growth allocations. Bonds and money markets may comprise the balance of allocations.

SELECTOR® Growth – Objective: Primary objective is to obtain capital growth for investors who have a long-term investment horizon and require little or no income from the investment.  This management style may invest in domestic and international equities, domestic and international bonds, sector funds, leveraged funds and money market funds.  Portfolio allocations will include several funds/sub-accounts representing various asset classes. Equities may comprise 40-100% of the portfolio in SELECTOR® Growth allocations. Bonds and money markets may comprise the balance of allocations.

SELECTOR® Conservative Growth – Objective: Primary objective is to obtain moderate capital growth for investors who have an intermediate-term to long-term investment horizon and may require minimal income from the investment.  This management style may invest in domestic and international equities, domestic and diversified international bonds, sector funds and money market funds.  Portfolio allocations will include several funds/sub-accounts representing various asset classes. Bonds and money markets may comprise 20-80%, and equities may comprise 20-80% of the portfolio in SELECTOR® Conservative Growth allocations.

SELECTOR® Balanced Growth – Objective: Primary objective is to obtain moderate capital growth for investors who have an intermediate-term to long-term investment horizon and may require minimal to moderate income from the investment. This management style may invest in domestic and international equities, domestic and international bonds, sector funds and money market funds.  Portfolio allocations will include several funds/sub-accounts representing various asset classes. Bonds and money markets may comprise 40-80%, and equities may comprise 20-60% of the portfolio in SELECTOR® Balanced Growth allocations.

SELECTOR® Income & Growth – Objective: Primary objective is to obtain moderate income for investors who have an intermediate-term to long-term investment horizon and may require minimal to moderate growth from the investment. This management style may invest in domestic and international bonds, domestic and international equities, and money market funds. Portfolio allocations will include several funds/sub-accounts representing various asset classes. Bonds and money markets may comprise 60-100%, and equities may comprise 0-40% of the portfolio in SELECTOR® Income & Growth allocations.

SELECTOR® Income – Objective:  Primary objective is to obtain maximum income for investors who have an intermediate-term to long-term investment horizon.  This management style may invest in domestic or international bonds, and money markets.  Portfolio allocations will include several funds/sub-accounts representing various asset classes.  Bonds and money markets may comprise 100% of the portfolio in SELECTOR® Income allocations.

SELECTOR® Strategic Growth –  Objective: Primary objective is to obtain capital growth for investors who have a long-term investment horizon and require little or no income from their investment. This management style will be fully invested in domestic and international equities, in addition to minimal amounts in money market funds. Equity sector rotation techniques will be utilized to navigate changing market conditions. Portfolio allocations will include several funds representing various asset classes.

SELECTOR® Strategic Conservative Growth – Objective: Primary objective is to obtain moderate capital growth for investors who have an intermediate-term to long-term investment horizon and may require minimal income from their investment. This management style may invest in domestic and international equities, and domestic and international bonds, in addition to minimal amounts in money market funds. Equity and bond sector rotation techniques will be utilized to navigate changing market conditions, while working to maintain an approximate equity-to-bond ratio of 80% equities to 20% bonds. Portfolio allocations will include several funds representing various asset classes.

SELECTOR® Strategic Balanced Growth – Objective: Primary objective is to obtain moderate capital growth for investors who have an intermediate-term to long-term investment horizon and may require minimal to moderate income from the investment. This management style may invest in domestic and international equities, and domestic and international bonds, in addition to minimal amounts in money market funds. Equity and bond sector rotation techniques will be utilized to navigate changing market conditions, while working to maintain an approximate equity-to-bond ratio of 60% equities to 40% bonds. Portfolio allocations will include several funds representing various asset classes.

SELECTOR® Strategic Income & Growth – Objective: Primary objective is to obtain moderate income for investors who have an intermediate-term to long-term investment horizon and may require minimal to moderate growth from the investment. This management style may invest in domestic and international equities, and domestic and international bonds, in addition to minimal amounts in money market funds. Equity and bond sector rotation techniques will be utilized to navigate changing market conditions, while working to maintain an approximate equity-to-bond ratio of 40% equities to 60% bonds. Portfolio allocations will include several funds representing various asset classes.

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