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Investment
Philosophy
Our
equity approach is to buy and hold a diversified portfolio
of high quality stocks that have a record of strong
and consistent earnings growth.
- Most of our equities are large, recognizable names,
often with a multinational scope.
- Diversification spreads the equity risk among
25 to 35 individual stocks and among the major Standard
& Poor’s 500 industry groups.
- The buy and hold aspect to our strategy is intended to minimize
commissions and capital gains taxes.
Our fixed income philosophy is to create a portfolio
of bonds with a laddered maturity schedule, which
reduces interest rate risk over time, conserves principal,
and assures short-term liquidity. We have capabilities
in Treasuries, Agencies, corporates, and municipals.
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