About Us

Our Stewardship

Financials and Performance

Investment Portfolios and Performance as of Sept. 30, 2008
Allocation % Flagship Balanced Stable Value RegentAtlantic
Fixed Income 35 58 100 49
Equity 36 42 – 37
Real Assets 12 – – –
Fund of Funds 17 – – 14
Returns %
YTD - 14.4 - 11.06 + 2.65 - 12.9
2007 + 8.60 + 8.37 + 3.66 + 4.50
2006 + 11.26 + 13.12 + 4.62 + 12.90
2005 + 7.99 + 5.15 + .36 + 9.10 (Apr–Dec)
2004 + 11.19 + 10.15 + .99 n/a
2003 + 19.27 + 19.16 + 1.07 n/a
1 / 3 / 5 Year Averages - 14.1 / + 1.6 / + 6
Value $
9/30/08 91.8 million 747,000 6.7 million 5.2 million