The Arcataur Managed Balance Portfolio offers investors a separately managed account which seeks to preserve capital during difficult market periods while allowing growth opportunity in good market conditions. The Arcataur Managed Balance Portfolio will hold 45% to 75% in equities depending upon market conditions. This portfolio is ideal for investors who seek growth over time and also desire current income. This investment discipline provides flexibility and customization to meet unique client needs.

 

The basic concept of Modern Portfolio Theory is simply that blending risky assets with less risky assets over long periods of time will achieve an appropriate balance between return and risk. History has shown that a well-diversified portfolio will achieve solid results without taking on excessive risk.

 

Arcataur only creates and publishes composite performance data for the major equity components, fixed income and Managed Balance Composite (targeting a 45 to 75% equity range).  For clients who would require a more aggressive or a more conservative asset allocation of their total portfolio we typically adjust the range of assets to appropriately achieve these requirements.  We do have a number of clients where asset allocation is tailored to meet these more aggressive or conservative objectives through higher equity limits or tighter and lower range limits where appropriate.