Our Services

Individual Equity Portfolios

Our process focuses on finding quality large-cap stocks selling at reasonable P/E ratios for long-term growth. Our approach to stock analysis is that sales drive earnings, and earnings drive stock prices. We don’t trade on short-term volatility is prices, but focus on long term fundamental analysis.

Fixed Income Portfolios

Our management effort focuses on investment grade securities offering appreciation while balancing the maturity structure of the portfolio with anticipated changes in the economic climate.  The combination of these efforts helps position a portfolio to realize growth while maintaining stability of income.