Investment Strategy Overview
In today’s investment world, a Core + Satellite approach may mean different things to different people. At Hilliard Lyons Trust Company, our Core + Satellite approach refines the discipline of identifying and managing risk. Our Core + Satellite structure divides capital and allocates risk among investments and asset classes, allowing us to seek additional returns while optimizing risk.

Core + Satellite 100

The Core + Satellite 100 strategy is a diversified portfolio with a 100% equity allocation. This strategy uses the HLTC Large Cap Equity Strategy as the portfolio’s core allocation while exposure to satellite asset classes is provided through low-cost ETFs offered by a trusted industry leader.

Satellite asset classes have been added to increase diversification, reduce correlations between asset classes, and gain exposure to markets with different growth characteristics. Today, this portfolio includes small-cap, international, emerging markets, and real estate. We will continue to monitor whether additions of new asset classes are warranted as market and economic conditions change.

See performance history and important disclosures by downloading the Core & Satellite 100 Fact Sheet. 

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Core + Satellite 70/30

Financial markets can be volatile. A diversified approach using multiple asset classes, including fixed income, can meaningfully reduce the risk of significant declines in a portfolio. A decline in one asset class may not be experienced in other asset classes, and quite possibly may be offset by gains in another asset class.

Our Core + Satellite 70/30 strategy further diversifies the Core + Satellite 100 portfolio by adding fixed income exposure through multiple ETFs. These ETFs invest primarily in high-quality U.S. government and corporate bonds, but may include high yield or international bonds.

See performance history and important disclosures by downloading the Core & Satellite 70/30 Fact Sheet.

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Core + Satellite 50/50

Some investors find harmony in a perfectly balanced port-folio. Our HLTC Core + Satellite 50/50 strategy is designed for the conservative investor. Fifty percent of the portfolio will be invested in a diversified equity allocation, including the HLTC Large Cap Equity Strategy as the core holding, and the remaining 50% of the portfolio will be invested in a capital-preserving fixed income allocation.

Our Core + Satellite 50/50 strategy uses the same asset classes as our Core + Satellite 70/30 strategy, but assigns different weights to them to further reduce exposure to equities.

See performance history and important disclosures by downloading the Core & Satellite 50/50 Fact Sheet.

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Hilliard Lyons Trust Company, LLC (HLTC) provides asset management as well as trust and estate planning services to high-net-worth clients and institutions. Our sister company, J.J.B. Hilliard, W.L. Lyons, LLC (Hilliard Lyons), is one of the nation’s oldest investment firms, providing investment insight for clients since 1854. Today, HLTC is the largest state-chartered trust company in Kentucky, with over $11 billion in assets.

HLTC Core + Satellite Strategies