asset management

Asset Management

Our asset management services are distinguished from other firms by our development and implementation of a personal or organizational investment policy statement and customization of a separately managed portfolio of securities to meet client objectives.

Philosophically and experientially, we believe superior long-term returns may be achieved through a disciplined, growth-oriented equity investment strategy. Rigorous fundamental research, coupled with skillful technical analysis, provides the foundation of our equity portfolio management. Our fixed income approach emphasizes stability of income, high quality and low turnover. We manage risk primarily through diversification and selective security hedging techniques.