About Us

Investment Philosophy

 

A Conservative Investment Approach

 

These guiding principles define our investment approach today and have been a contribution to our firm's long-term success:

 

 

 

 

 

 

Portfolios are custom structured and tailored to seek to provide individualized risk management and preservation of capital.


Large and medium capitalization equities, as well as investment grade fixed income securities are used to enhance our efforts to provide liquidity and reduce volatility.


Fundamental, quantitative and technical disciplines are used to identify attractive fixed income and equity securities.


Portfolio diversification is emphasized both with the numbers of issues owned and the broad economic sectors represented.


Portfolio asset mix adjustments are implemented in response to domestic and global economic changes. Sell disciplines are an integral part of our investment philosophy and are rigorously applied.