Products Institutional Accounts
At Mutual of America Capital Management, we understand that no two clients are alike. We work hard to ensure that organizations have the appropriate investment plan to enable them to focus on the future, execute their mission, and do so with confidence.
It begins with a conversation—we take the time to listen, ask questions, and present options to help your organization meet its investment needs.
Asset Allocation
Our Asset Allocation Services team looks to strategically design a portfolio around your organization’s risk and return objectives. With the goal of providing attractive risk-adjusted returns over time, we seek to:
- Understand your short-term, intermediate, and long-term goals
- Design a broad-based portfolio based on your risk and return objectives
- Create an asset allocation with an appropriate selection of specific equity and fixed income components
- Achieve proper diversification
- Reallocate and rebalance over time
When constructing a portfolio, we use a custom combination of active and passive investment styles. In doing so, we seek to offer our services at a competitive price.
Separately Managed Accounts
Mutual of America Capital Management works with institutional clients of all sizes to manage portfolios according to your specific needs and goals. Within our single-strategy separately managed accounts, we can provide portfolio management using both active and passive investment styles, while also accommodating any client specific restrictions or requests.
Examples of our separately managed account strategies include:
Actively Managed Strategies
- Small Cap and Mid Cap Value
- Small Cap Growth
- International
- Fixed Income
- Cash
Passively Managed Strategies
- Small Cap Equity
- Mid Cap Equity
- Large Cap Equity
- Catholic Values