Capstone Asset Management Company’s Balance Core strategy has been created for the investor who seeks growth over time and also desires current income. This strategy provides a balance of growth and income.

Balanced Core Style Features

• Asset Allocation range of 40%-60% stocks and 40%-60% bonds
   
• Large-sized (over $5 billion market cap) growth companies most of which are dividend-paying
   
• Primarily intermediate-maturity, government and investment grade corporate bonds.

Why Balanced Core?

• A Growth Portfolio with a Source of Current Income The Equity portion lets you participate in the growth potential of Large Cap, mostly dividend-paying growth candidates.
   
• An Income Portfolio with Growth Potential
  The fixed income portion invests for maximum current income consistent with low risk objectives, primarily through intermediate-term bonds.
   
• A Risk Moderating Portfolio
  The portfolio seeks to preserve capital during down market fluctuations while permitting growth participation during upward trending markets.
   
• Customized Asset Allocation
  Investment discipline provides flexibility and customization to meet unique client needs.