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