Investment Process
 

We use a top-down investment style, identifying promising market segments or themes, then select companies are essential to a given trend. Once attractive growth stocks are selected, we examine the fundamentals to determine fair valuation.

Equity Investment Discipline:

• Step One: Macro-economic strategic theme development.
• Step Two: Fundamental analysis of issues that match our strategic  themes
• Step Three: Establish valuation targets for each investment
• Step Four: Use technical analysis for entry and exit points
• Step Five: Build and monitor each portfolio according to client's investment policy

Fixed Income Investment Strategy:

• We only purchase high quality securities (single 'A' or better)
• Bond maturities are laddered to reduce risk
• We purchase Corporate, Municipal, Government and Agency Bonds as well as referred Stock, depending upon the interest rate environment and the needs of our clients.