“A set of guiding principles that inform and shape an individual’s investment decision-making process.”
Our investment philosophy begins with the needs and goals of our clients. And our portfolio construction is guided by the road map we develop together with clients. Specifically, we believe…
Investments in established companies that offer growth in earnings and strong balance sheets must be chosen so as to succeed over the long term.
Portfolio diversification by sector, industry and market cap reduces risk. To find stocks that meet our defined criteria, we apply our screening methodologies.
Exchange traded funds (ETF) or mutual funds can offer benefits in markets or market segments—we can buy a segment of the market without buying a large number of stocks.
Fixed income securities (bonds) provide current income and lower volatility to further mitigate risk. As such we only use “investment grade” bonds issued by government entities and corporations.