Our investment approach is thoughtful, comprehensive, and always includes consistency as a performance goal. Our portfolio managers manage each client's portfolio actively and separately, rather than applying a mutual fund formula. As a result, our clients benefit from a carefully balanced, diversified portfolio that reduces risk without sacrificing superior results.
Investment Policy Statement
As with any important journey, a plan helps our clients reach their ultimate destination. Our portfolio advisors develop an Investment Policy Statement unique to each client's personal circumstances and needs. Within this plan, specific investment parameters can be set based on holdings, including concentrations, return objectives, risk tolerance, income requirements, and taxes -- including both capital gain/loss and income.
We believe asset allocation is the most important investment decision anyone can make. Using an Investment Policy Statement as a guide, our advisors can design a diversified portfolio by asset class, market style, capitalization, and global mix. We focus on long-term investment goals to capitalize on market inefficiencies and trends, while maximizing after-tax performance.
Our team of professionals invests in quality companies that have the ability to increase earnings and grow capital, but which are trading at prices below their underlying business value. They apply fundamental research to stock selection and a disciplined approach to sell decisions. When appropriate, they also seek out alternative investment opportunities such as real estate, oil and gas, and venture capital opportunities.