Who Should Invest: Investors seeking long-term capital appreciation complimented by competitive income through investment in a portfolio of high quality domestic and international equities, real estate and fixed income.
Strategy: To provide long-term growth with competitive income by investing in a diversified portfolio of securities designed to capture multi-national, multi-market returns. This disciplined approach is designed to provide above-average, long-term growth in client’s portfolios, with a lower degree of variability versus portfolios with a single asset class.
Notes: Funds are not FDIC insured. Past performance is not a guarantee of future results. Returns are net of money management fees. For your information, the invested funds managed by the Foundation are exempt from registration requirements of the federal securities laws.
Historical performance of the BFSC Palmetto Fund against relevant benchmarks is available upon request.