Investment Policy

Socially Responsible Asset Allocation

1. Cash and Cash Equivalents

(money market funds, treasury bills, etc.)


2. Fixed-Income Investments

(bonds and Interest-Bearing Instruments)

  • Foreign
  • Domestic
  • Further segmented by credit quality or investment grade, issuer, tax status, maturity, duration and geography.

3. Stocks/Equity

  • Direct Ownership
  • Indirect Ownership by Securities or Limited Partnership
  • Further Segmented by Type, Geography and Marketability

4. Real Estate

  • Direct Ownership
  • Net Leased 
  • Multi-Tenant
  • Indirect Ownership by Securities or Limited Partnership
  • Further Segmented by Type, Geography and Marketability 

5. Tangible Assets

  • Precious Metals 
  • Natural Resources

6. Alternative Investment Assets

  • Currencies
  • Intellectual Property
  • Royalties
  • MLP's
  • Business/Venture Capital Investments
  • Hedge Funds
  • Option Strategies 
  • Merger/Arbitrage Opportunities 
  • Physical Commodities
  • Noncorrelated Assets 
  • Micro-Lending