Capital Preservation

The SGL Capital Preservation strategy is designed for the risk tolerant investor with a mid-term investment time horizon or a risk neutral investor with a mid to long-term outlook.   The Capital Preservation portfolios are typically 30-35% allocated in equity securities with the remainder of the portfolio allocated to fixed income securities and cash balances.  A primary emphasis is put on US domiciled mid to large cap securities.  The SGL Capital Preservation strategy targets 50% of the S&P 500’s upside potential with 35% of the downside risk over the course of a complete market cycle.