The Diversifier
As its name implies, The Diversifier is intended to provide additional diversification to complement our existing U.S. equity and fixed income portfolios. This strategy provides exposure to many asset classes which may include: global equities (growth, value, eclectic, small, mid and large cap); global bonds, (government and corporate, mid, high and lower quality, step-ups, TIPS and ordinary notes and bonds); precious and industrial metals, currency, short and long/short funds and other strategies. Our goal is to deliver good diversified returns without the illiquidity, lack of transparency, and very high fees of hedge funds. Investments are primarily made through mutual and exchange traded funds, which have all of the protection afforded by U.S. securities regulations.
The Diversifier was created to complete a standard U.S. portfolio, as shown above.
Example of possible Diversifier portfolio as of December 31, 2011