Investment Management
We have decades of experience in investment management and investment counsel. We share your VISION to mitigate financial risk with a focus on your long-term financial goals. We are a small, high quality, independent investment management firm which enables us to know every client. We consider our clients members of our family. We connect the dots to meet your vision for your impactful lifestyle GOALS. We offer support in all areas from client service, client financial advisory needs, portfolio reporting, client communication to client education.
Customized Portfolios
At the heart of every client relationship is our emphasis on investment counsel. It starts with a conversation and it continues to evolve as we seek solutions to individual financial questions.
Your portfolio will reflect our best thinking on markets and our understanding of your needs in the context of your life. Our size allows us to offer a full range of investment opportunities while remaining nimble on security selection, portfolio construction, and asset allocation decisions for each client. We can take into account your entire portfolio — wherever the assets are held.
Specialized Index Management
On occasion we are approached by prospective clients who are either uneasy with the ownership of individual stocks or have assets that are restricted with respect to what they can own. This group has included the children of existing clients, smaller institutions who simply want to earn a reasonable return but with specific attention to the limitation of downside risk or individuals that are especially attuned to social issues. Over the past fifteen years, we have developed an approach to meet the needs of these people emphasizing the use of Exchange Traded Funds (ETFs), mostly indexes. These are used to create a portfolio to specifically accomplish the investment goals of this group. Depending on circumstances, it also can include a full range of client services. The investment record of this group of accounts is available on request.
Philosophy
Our investment philosophy focuses on long-term value investing with above average current income and below average volatility. Our portfolios do not look like the overall equity “market” and often not like typical balanced portfolios either. While holdings are spread across a number of market sectors, our portfolios have a point of view which reflects our perception of where value is currently most available in the marketplace as it relates to the real world.
