IS YOUR PORTFOLIO OF ASSETS
Not Sure? Perhaps TCK is what you are looking for.
The fifth step of TCK's unique investment process involves periodic realignment of each client's portfolio of assets. Markets are dynamic and therefore we must adjust appropriately to take advantage of the changes.
At least quarterly, TCK receives recommendations from respected industry sources, providing direction for current and future allocations that may affect TCK's different investment philosophies. TCK's Investment Sub-Committee (ISC) evaluates the recommendations and then proposes portfolio reallocation changes to the Trust Investment Committee (TIC), which is composed of all TCK trust officers who have direct client contact. Typically, these recommendations reflect relatively small shifts between categories, and may vary depending on the client's investment philosophy. For instance, two percent may shift from ultra-short bonds to small growth stocks in one type of portfolio; one percent may shift in a different type of portfolio.
On a monthly basis, TCK runs a computer generated portfolio realignment system that automatically checks accounts for market value fluctuation. It is a process of buy low, sell high. |
