Investment Strategy

We build our client portfolios using two proven asset classes that we understand and believe in: equity and fixed income securities.

We believe that personal fortunes can be made from ownership in great companies, and that American companies continue to offer the greatest opportunities for wealth creation. For this reason, we concentrate our clients’ equity portfolios in U.S.-listed growth stocks.

To mitigate portfolio risk by providing stability and income, and based on each client’s risk tolerance and time horizons, we add an appropriately diversified mix of high quality corporate, municipal or government bonds.

Our investment strategy is to generate long-term capital gains, and to realize short-term losses when appropriate; always managed with tax consequences in mind. We seek to achieve this goal through rigorous research, diversification, risk management, and the patience to hold through market cycles.