Traditional Balanced Strategy — This strategy combines one or more of the equity strategies below with the appropriate fixed income strategy for a given client. This strategy is suitable for institutions seeking a combination of capital appreciation and preservation of capital.
Core Equity Strategy —This strategy emphasizes common stock of high quality companies with strong market positions, attractive balance sheets, and substantial long-term earnings momentum that are trading at a reasonable discount to their intrinsic value. This strategy is suitable for investors seeking the growth of common stocks.
Equity Income Strategy —This strategy utilizes dividend-paying securities, including common and preferred stocks, real estate investment trusts (REITs), closed-end mutual funds and exchange-traded master limited partnerships (MLPs), to provide above-average income yields. This strategy is suitable for investors seeking high current income while retaining opportunities for future gains.
Diversified Equity Strategy —This strategy includes multiple asset classes. It typically combines our Core Equity or Equity Income strategies with one or more of the outsourced strategies listed below to achieve a diversified multi-asset class portfolio.
Taxable Fixed Income Strategy — This strategy utilizes direct U.S. Treasury obligations, U.S. Agency securities, Mortgage-Backed Securities (MBS), Corporate bonds, negotiable CD’s and Asset-Backed securities. This is an investment grade vehicle, and can be structured to pre-fund any specific cash flow needs.
Tax-Exempt Fixed Income Strategy — Tax-free municipal bonds will be the primary instrument used in this strategy, although taxable bonds described in the prior strategy (Taxable Fixed Income) may be used if they are appropriate on an after-tax basis. This is an investment grade vehicle; however, non-rated bonds may be purchased under appropriate circumstances. Portfolios can be structured to pre-fund any specific cash flow needs.
Enhanced Cash Management Strategy — This strategy provides a money-market alternative used primarily by large institutional clients. We structure these portfolios to provide the specific liquidity and cash flows requirements of each account.
External Managed Strategies:
In order to achieve a level of portfolio diversification beyond what can be achieved through Maple Capital’s proprietary investment capabilities, we have selected a number of “outsourced” investments designed to complement our own strategies. These investments include: small-cap equities, international equities, emerging markets and high-yield fixed income. In each case, we have performed detailed screening and have identified investment managers with a proven level of success in their niche.