Customized investment portfolios to meet specific needs
As an experienced wealth management firm, we seek to generate reasonable long-term investment returns while avoiding excess portfolio turnover and diversifying portfolios to blunt the extremes of both market and company volatility. This means our portfolio managers
- Invest primarily in equities and investment grade bonds.
- Believe in doing their own investment research. Our analysts access a reservoir of in-house information as well as outside sources to identify growth companies and financially strong industry leaders.
- Minimize exposure to specific risk by diversifying portfolios.
- Consider taxation issues, which is essential to preserving wealth.
Read about our service philosophy.