Products: Balanced

Small Cap Growth Equity   •   Large Cap Growth Equity   •   Core Fixed Income   •  Intermediate Fixed Income   •   Short-term Fixed Income  •   Balanced

Investment Managers:

Andrew M. Cantor, CFA
Principal, Director of Fixed Income Investments
33 Years of Investment Experience

Martin E. LaPrade, CFA
Partner, Equity Portfolio Manager
31 Years of Investment Experience

Phone: (904) 493-5500
Fax: (904) 493-5524

Many clients utilize a balanced approach to satisfy their investment needs. At Sawgrass Asset Management, we have the ability and experience in building a well-diversified portfolio between stocks and bonds that adheres to our client's long-term investment objectives.

To determine a client's optimal asset allocation between stocks and bonds, the investment professionals at Sawgrass work with the Trustees of the Plan and the Plan's Advisors (consultant, attorney, etc.) to review the current investment policy, assets, liabilities and future contribution/distribution needs of the Plan. Once these factors are taken into consideration, an optimal asset allocation is developed and implemented, based on current capital market assumptions.

It is our strategy to review this allocation periodically, and to rebalance when appropriate.