Our process focuses on finding quality equity investments selling at an attactive valuation relative to long-term growth. Our approach to stock analysis is anchored in the belief that sales drive earnings, and earnings drive stock prices. We don’t trade on short-term volatility in 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.