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McMorgan Balanced Composite
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Objectives & Philosophy
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| McMorgan & Company's balanced investment philosophy is to perform well in both the equity and fixed income markets, achieving incremental returns in each asset sector and adding additional return with minor "cumulative" asset allocation changes. |
For additional information about McMorgan Balanced Composites, including performance, historical data, standard deviation,
composite size and number of accounts, please contact Patrick Noonan, VP, Consultant Relations. You can contact Patrick by clicking here, or by calling
(415) 616-9375.