ALL CAP GROWTH:

Equity Investment Strategy

With a “Top/Down” thematic approach, we follow economic trends to develop investment themes. The majority of stock returns come from proper sector allocation. Our equities are chosen because they will outperform in the sectors we emphasize. We do a “Bottom/Up” fundamental analysis to choose the best stocks. Typically our clients will have 20-25 stocks in each portfolio, representing a variety of themes, sectors and market capitalizations.

Portfolios are individually customized to accommodate client personal risk tolerance.

Fixed Income Investment Strategy:

We purchase Corporate, Municipal, Government and Agency Bonds as well as preferred Stock, depending upon the interest rate environment and the needs of our clients.

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Macro-economic strategic theme development.

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Fundamental analysis of issues that match our strategic themes.

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Establish valuation targets for each investment.

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Use technical analysis for entry and exit points.

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Build and monitor each portfolio according to clients’ investment policy.

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100% INDEPENDENT

We are a privately held, women-owned firm. No products. No commissions. No conflicts. Our recommendations are 100% objective and agenda-free.