WILL WHEELER, CHAIRMAN OF THE INVESTMENT COMMITTEE AND DAVID MOORE, CHIEF INVESTMENT OFFICER FOR CORAL GABLES TRUST FEATURED IN FLORIDA TREND

World View
By Barbara Miracle
Florida Trend

Will Wheeler
Chairman of the investment commitee,
Coral Gables Trust Co.Coral Gables Trust Co.

David Moore
Chief investment officer
Coral Gables Trust Co., Coral Gables
Minimum investment: $250,000

Recommended international allocation: 18% for stock portfolios

International strategy: For equities, two core international funds, one based on fundamental research and the second relying on quantitative technical models. For fixed income, a multisector global bond fund.

Markets they like: Europe — For equities, David Moore says Europe has provided tremendous returns for the past five years and believes that will continue. Moore likes Europe-based multinationals, including French pharmaceutical company Sanofi-Aventis, French oil and gas company Total SA and Finnish mobile phone maker Nokia.

Funds they like: A multisector global bond fund — For clients with fixed-income and balanced portfolios, this makes up the core of the fixed-income component. Holdings in Canadian debt, for example, take advantage of plays on both currency and commodities. Debt from Mexico, Brazil and the United Kingdom also have added to returns, says Moore.