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Customized investment management

Strategies for long-term growth and safeguarding of your capital

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Investment Management

Conservative investment principles are the cornerstone of every strategy we develop for consistent, long-term growth and preservation of capital.

Our portfolio management process is driven by your needs and objectives.

Our qualified and experienced portfolio managers and investment specialists continuously study and evaluate the market environment. Using a disciplined and conservative approach to investment management, our advisors seek diversified investment opportunities that will help meet your specific needs and financial objectives.

Create: Goal and Objectives

Investment goals and investment policy
Time horizon
Risk tolerance
Return expectations
Liquidity requirements
Income needs

Apply: Implementation

Asset allocation
Capital market expectations
Tax status/situation
Security selection

Reaffirm: Evaluation and Review

Investment objective
Investment performance versus benchmarks
Investment changes

Manage: Monitoring

Economic and market input factors
Investor input factors

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Equity Securities

We use a structured approach to selecting equity securities, carefully weighing a number of variables, in order to build a tailored, strategic and diversified portfolio.

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Technical Elements

Relative strength
Price and volume

Quantitative/Fundamental Attributes

Proprietary ranking systems
Financial strength
Profitability
Valuation

Qualitative Analysis

Sector trends and exposure
Environmental and political factors

Equity securities typically contain 30 to 60 stocks that demonstrate strong, positive quantitative attributes and technical profiles. Portfolios are reviewed continuously and adjusted as warranted in order to work toward the optimum return.

Investment Methodologies

We continuously monitor the market environment and seek to take advantage of risk/reward opportunities in order to provide investment strategies that are tailored to our clients’ needs.

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Individual Equity Management

Managed portfolios of companies with attractive fundamental and/or technical characteristics; portfolios typically contain 30 to 60 individual stocks

Fixed Income Management

A source of income that adequately compensates the investor for the credit and duration risk being assumed as compared to prevailing market conditions

Asset Allocation

Our asset allocation process seeks to gain exposure to prevailing market trends within the context of the clients’ overall risk profile and also considers the relative attractiveness of active versus passive management styles within each asset class

Separately Managed Accounts

We have partnerships with select 3rd party investment managers on whom we conduct ongoing due diligence that can be utilized on either a stand-alone basis or within the context of a larger asset allocated portfolio strategy; these strategies are available within both the fixed income and equity management universe

Securities Products:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

Investment Management