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What Kind of Returns Are You Expecting?

by Caldwell Trust

31_PercentMany articles have been written highlighting the status of state and local government pensions.  Primarily, these writings pointed to the underfunded status of many of these plans and the required returns to meet future obligations.  In an article in the opinion section of the WSJ, titled The Public Pension Funding Trap, a number of investment consultants and asset managers were surveyed and asked about their expectation of returns for a 70% stock, 30% bond portfolio 10yrs out, the average response was 5.9%.  The average U.S. Public pension assumes an average annual return of 7.75%.  What kind of returns are you expecting?

About Caldwell Trust Company

Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota, Florida. Established in 1993, the firm currently manages over $800 million in assets for clients throughout the United States. The company offers a full range of fiduciary services to individuals, including services as trustee, custodian, investment adviser, financial manager and personal representative. Additionally, Caldwell manages 401(k) and 403(b) qualified retirement plans for employers. 


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