1. Global Multi-Asset Strategies
Diversified Equity
(100% EQ / Alts)
Core Fixed Income
(100% FI / Alts)
Total Yield
(S-T Bond)
Real Balanced Growth & Income
(60% FI / 40% EQ / Alts)
Real Wealth Accumulation
(40% FI / 60% EQ / Alts)
Aggressive Real Growth
(20% FI / 80% EQ / Alts)
Income Plus
(80% FI / 20% EQ / Alts)
Diversified Liquid Alternatives
(Inflation +)
All “GMAS” strategies incorporate active tactical asset allocations in a +/- band
FI = BAML Global aggregate bond index
EQ = MSCI all country world index (ACWI)
Alts = A diversified basket of liquid alternatives 1

2. Global Multi-Asset Strategies
Diversified Equity
(100% EQ)
California Muni
Total Yield
(S-T Bond)
Real Balanced Growth & Income
(60% FI / 40% EQ)
Real Wealth Accumulation
(40% FI / 60% EQ)
Aggressive Real Growth
(20% FI / 80% EQ)
Income Plus
(80% FI / 20% EQ)
Diversified Liquid Alternatives
(Inflation +)
National Muni
Core Fixed Income
(100% FI)
FI = BAML Global aggregate bond index
EQ = MSCI all country world index (ACWI)
Alts = A diversified basket of liquid alternatives
All “GMAS” strategies incorporate active tactical asset allocations in a +/- band 2