 We
believe in investing, not trading. Our investment strategy is primarily
focused on
large cap growth stocks and high
quality bonds. We take a long-term view of the market and work with our clients
to maximize their investment opportunities based on acceptable risk levels, their
need for liquidity and other key considerations. Except for our 401(k) services, we do not use model portfolios
because we believe in creating customized portfolios for each individual client.
We offer three different types of investment portfolio:
- Equity (stock portfolio)
- Fixed Income (bond portfolio)
- Balanced (stock and bond portfolio)
Equity Strategy
The foundation of our equity strategy focuses on stocks in industries that
grow faster than the economy as a whole. Stock portfolios typically hold
25-35 stocks and have low turnover, meaning that the number of buys and sells
per year is very low. These portfolios generally contain the following types
of equities:
- Large Cap Growth - High quality,
large capitalization growth companies with favorable profit histories
and reasonable
valuations
- Mid Cap Leaders - Mid-capitalization industry
leader companies with reasonable valuations that thrive in a
particular niche
- Turnaround Opportunities - Fallen growth companies
that are considered to be in the process of reviving their growth
history
Fixed Income Strategy
Our bond strategy includes purchasing high-grade debt securities of short to
intermediate maturities (typically 3-5 years) and holding them to maturity.
The use of fixed income instruments enhances current income in portfolios
where it is needed and provides diversity in asset allocation.
Taxable Accounts
As part of our investment strategy, all taxable accounts are actively managed
to reduce or neutralize taxes.
Click here to view our brochure.
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