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 30 to 40
    individual stocks and among the major Standard & Poor’s 500 industry groups.
  • The buy and hold aspect of 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, corporate and municipal bonds.

Go To: Investment Advisory, Individually Tailored Portfolios, Investment Philosophy, Portfolio Managers, Team Approach, Research Focus, Contact Us