Investment Management

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

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