Investment Philosophy

Diversification

We believe that diversification is the most significant component to a sound, long-term investment portfolio. Our general practice is to allocate a client's portfolio based on their time horizons, risk tolerances and income needs. Generally, our discretionary allocations do not assign more than 20% of a client’s assets to one industry, nor invest more than 5% into one security.

Focus on Leaders

The highest quality companies tend to perform better over time. That is why we pay close attention to companies poised to become leaders, and are alert for signs that a current leader may be losing its grasp.

Forecast Long-term Earnings and Valuation

We emphasize reports from objective sources, employ rigorous research methods that avoid common analytical mistakes, and focus our attention on key variables that affect future earnings potential.

Search Globally

Rather than relegating portfolios to a singular country or region, we seek out international opportunities that will ultimately provide a greater return on investment.

Mutual Funds and Exchange Traded Funds (ETFs)

Mutual funds and ETFs offer the opportunity to invest in a basket of securities with greater efficiency than buying each of them individually. However, it is important to look beyond the name of the fund. We look carefully at the underlying securities to ensure that they are consistent with our management objectives.

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