Balanced (Core Equity + Fixed Income) Strategy: Income Plus Capital Appreciation

SSI's Balanced strategy combines the income and security of a fixed income portfolio with the ability to participate in stock market appreciation. Uniquely, SSI customizes the allocation between stocks and bonds to meet each client's risk/return objectives.

The Balanced strategy seeks to produce excess returns above a benchmark comprised of 50-70% S&P 500 and 30-50% Lehman Brothers Intermediate-term Treasury Bonds with similar volatility. The portfolio allocates up to 70% of the portfolio to mid- to large-capitalization stocks, which exhibit strong growth and value characteristics. The remaining 30-50% of the portfolio is allocated to high quality bonds including: treasuries, high grade corporates and municipal securities. The percentage mix of stocks and bonds is designed to meet our clients' specific needs.

SSI has successfully managed balanced strategies using a similar investment process since 1981. In addition, SSI's expertise in identifying attractive long portfolio candidates and high quality bonds has been honed by the firm's 38 years of experience in the equity marketplace.