Clients receive investment management through customized asset allocation tailored to the specific needs of each investor using individual security holdings. Your portfolio is created to prudently grow wealth, balance risk versus return, minimize expense and maximize tax efficiency.
You will receive personal attention specific to your financial goals to ensure your investment needs are satisfied.
Our team has a wide breadth of experience, education, and credentials to develop a portfolio that fits you.
As an independent fiduciary, we avoid fads and hype for a proven investment process with smart, long-term solutions to growing and preserving your wealth.
• We look for capital appreciation in the equity markets, primarily through individual common stocks.
• Preservation of capital and income in the bond markets.
• Focus on managing a prudent risk/return trade-off for our clients’ objectives.
• Excellence in investment returns and client service to enable our clients to meet their long-term objectives.
We seek long-term growth through investments in quality, growth businesses with exceptional management, superior business economics, and a strong outlook over a period of five years or more.
We invest in low risk, high quality investment grade bonds to manage conservative fixed income portfolios.
Certification, Experience and Education
All of our Portfolio Managers have earned the Chartered Financial Analyst (CFA) designation, an internationally recognized, graduate-level program that provides a strong foundation of practical investment analysis and portfolio management skills. Our expertise is further strengthened by advanced education in Trust Management and Finance. All clients benefit from the guidance of our entire investment team, not just one account manager, to ensure the fruitful discussion of new ideas and due diligence.
“Grateful for your work and scrutiny for security of our funds for security and opportunity.”
“I particularly liked your response to the question about what keeps you up at night. Your “Not much” answer was perfect! It reinforced your continued emphasis over the years of keeping a long term focus on investments, and provided reassurance to your clients.”
“Continue to be pleased with your philosophy & approach in stewardship of our finances.”