Portfolio Allocation

The Market Investments Team has created 4 internal portfolios: GENERAL, APEX, and EXCEL, MAVERICK. These portfolios each have different strategies, objectives, and expectations. Overall, our market investments can be categorized as moderate to aggressive. The team continually monitors each of our investments to ensure that they are in line with our objectives and risk tolerance. We manage our portfolio allocations, which includes long-term, short-term, international, domestic, bonds, real estate, large-cap, mid-cap, small-cap and ETFs.