Selecting EQUITY Securities

SIMI invests in U.S. and foreign equities which it believes offer the potential for attractive total returns. These securities consist primarily of:

SIMI employs a "go-anywhere" approach to equity selection which will cause portfolios to generally not reflect the composition of any particular domestic or foreign stock index.

Selecting FIXED INCOME Securities

SIMI primarily invests in the following fixed income assets:

Bond maturities are typically "laddered" within client accounts to provide for a regular flow of capital. SIMI utilizes a variety of institutional brokerage sources for bond purchases and sales, allowing clients to benefit from a wider variety of choices and the potential for better pricing on trades. 

Next Investment Topic: Monitoring Portfolio Asset Mix