Investment Philosophy

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.