Our Philosophy

Investing for Growth

We believe an actively-managed diversified securities portfolio can deliver better results than an unmanaged index or algorithmic trading program. Through the years, we’ve honed a deep understanding of the many factors that can influence markets and investment returns, including economic and political trends.

With this perspective at the center of our work, we build individual relationships with each client to understand your goals, time horizon and tolerance for risk, then design an investment program to help you build wealth.

Through a discretionary arrangement, we leverage our decades of knowledge and expertise on your behalf, adjusting portfolio holdings to keep your investments on track. Our approach often focuses on large cap and dividend paying stocks – the workhorses of the markets.

We believe it’s important that you always know what you own, and why, so we take the time to fully explain our strategies to our clients.

And while there is no formula or technology that can assure success in the markets, we believe our time-tested approach can deliver results.

Learn more about our investment strategy and securities selection process here.