Professional Advisors

Investment Benchmarks

We will measure the performance of our investment managers to a standard benchmark.

The Russell 3000 Index offers investors access to the broadU.S. equity universe representing approximately 98% of theU.S. market. 

EAFE Index-Europe, Australia, and Far EastIndex from Morgan Stanley Capital International. An unmanaged, market-value weighted index designed to measure the overall condition of overseas markets.

The Lehman Brothers Intermediate Government/Corporate Bond Index is a market value weighted performance benchmark for government and corporate fixed-rate debt issues with maturities between one and 10 years.


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