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

Do you want to learn more about Mutual of America Capital Management's institutional account services?

Contact Us