Member Driven
Our members’ best interests drive our proprietary investment management process, and the decisions we make when considering risk tolerance, capital preservation and growth objectives.
Import Data
Over 8,000 investment options and benchmarks are imported
Import Data
Over 8,000 investment options and benchmarks are imported
Quantitative
Review
Qualitative
Review
Quantitative
Review
Qualitative
Review
Maclendon Rating
Assigned to each manager based on weighting
Maclendon Rating
Assigned to each manager based on weighting
Manager Selection
Portfolio manager performs due diligence to select the best manager in each category
Manager Selection
Portfolio manager performs due diligence to select the best manager in each category
Dynamic Manager Matrix
Dynamic Manager Matrix
Portfolio
Review
Do changes need to be made?
Member
Portfolio
Portfolio
Review
Do changes need to be made?
Member
Portfolio
Tactical Positioning
Ongoing Review