We maintain a consistent and disciplined approach to selecting securities, always staying true to our fiduciary responsibilities and philosophical beliefs.
- Share prices follow earnings growth and dividends over the long-term
- Construction portfolios with 20-30 individual large/mid capitalization dividend paying companies offers further growth and diversification
- Investing in high quality businesses with strong franchises, solid fundamentals and greater earnings stability that offer a “Margin of Safety”
- Diversifying stock portfolios amounting to 5-7 different sectors
- Utilizing low-cost/no-load mutual funds, when appropriate, to further enhance the overall diversification of a portfolio
Complimentary Portfolio Review
We don’t try to be all things to all people. We specialize in helping high net worth investors protect their wealth through thoughtfully constructed portfolios and custom-tailored plans built to meet their unique needs.
If you are looking for a new perspective on your current financial situation or investment portfolio, we invite you to get in touch to request a complimentary, no obligation portfolio review and planning consultation.