Diversified Private Trust

The Diversified Private Trust’s actively managed balanced portfolio has an objective to provide long term capital preservation and income, while preserving capital in declining market environments. The Trust utilizes two separate and independent investment teams, a “value” manager and a “top-down” manager, in order to provide greater diversification and to reduce investment risk. The asset mix, or ratio of stocks to bonds, is determined independently by both teams based on their outlook for the economy, interest rates and equity markets. The long term policy asset mix target is 55% equities and 45% fixed income for the entire portfolio.