Comprehensive Solutions

Constructing Individual Portfolios
Philosophical Tenets
Fixed Income Approach
Financial Planning
Lending & Custodial Solutions

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. Rather, we specialize in helping high net worth investors accomplish their goals and enhance their financial independence. Our focus is on constructing and managing custom-tailored plans and portfolios for our clients that meet their unique needs.

If you are looking for a new perspective on your current financial situation or investment portfolio, we welcome the opportunity to discuss how we can provide you with a complimentary, no obligation portfolio review and planning consultation.