Services
We gather your complete financial picture and provide you with advice to address your needs and goals. We can assist you with investment advice and management, trusts (revocable living trusts, irrevocable trusts, charitable trusts), qualified plans and IRAs.
Our equity strategy’s objective is to provide preservation and growth of capital by investing in equity securities primarily in the U.S. The focus is on high quality, large capitalization companies, and may include a modest allocation to select medium and smaller-sized growth companies.
The objective is to grow equity assets and balance risk and reward at both the stock and portfolio levels. To achieve this, we seek to invest in companies with attractive growth opportunities, sustainable competitive advantages, high and improving profitability, strong free cash flow, and solid balance sheets. We believe companies that exhibit the above characteristics are well positioned to compound value over the long term and should form the core of a client portfolio. We seek to purchase these companies at a significant discount to intrinsic value.
Overall portfolio risk is managed by limiting exposure concentration to any individual sectors or positions through rebalancing and rigorous sell discipline.
Our investment management style includes growth stocks, dividend paying securities, mutual funds and Exchange Traded Funds (ETF’s).
Our Fixed Income Strategy offers a portfolio comprised of all fixed income investments.
A broad selection of individual fixed income securities including Certificates of Deposit (CD’s), U.S. Treasuries, U.S. Agency securities offered by government sponsored enterprises (GSE’s) or other federal agencies, municipal issues and money market funds are available within the fixed income portfolio.
Mutual funds and Exchange Traded funds are also used depending on the firm’s view of the credit markets.