We focus our attention on investment grade securities and employ a portfolio management process which meets the standards of prudence. We strive to manage risk, minimize volatility and provide consistent returns year after year.
Financial markets can be volatile and often unpredictable.
By employing a pre-determined set of decision rules governing both our buy and sell recommendations, we bring an established discipline to the investment process. This removes emotionality from the investment process and provides a structured framework to evaluate investment alternatives. The most important feature of our investment process is our focus on the client. Asset allocation and security selection are based on the individual goals and objectives of the client. Through discussions, the objectives, income needs, risk tolerance and tax situation of each client are reviewed.