Our Equity management style emphasizes global diversification of investments and investment approaches. We invest using a range of carefully considered approaches that bring combined value to the overall portfolio with the objective of better returns with lower risk. Inflation, taxes, and transaction costs have an important impact on our client’s wealth. We offer considerable expertise on managing equity portfolios tax efficiently to help you keep more of what you make. Finally, we customize and diversify portfolios by considering low cost basis holdings, stock options, and concentrated positions.
Our investment approach for individual stocks balances growth with value. We seek out business with steadily growing revenues and increasing profit margins, that are offered at bargain prices. We invest in quality companies with proven management track records.


We manage bond portfolios for our clients based on a relative valuation approach that has been developed by our firm’s collective 40 years of experience in the fixed income markets. This means that bond positions are added or subtracted based on the relative value of a security compared to alternative opportunities in the marketplace.

Our clients are tax sensitive. Thus, we manage municipal portfolios because the returns are compelling on an after-tax basis and the market is inefficient. Our primary emphasis is divided between yield curve positioning and security selection. Our fixed income management emphasizes quality, liquidity, and capital preservation strategies. Bond portfolios are concentrated in intermediate-term issues where we are able to capture attractive yields with less portfolio risk.


Portfolio risk is carefully managed by adding alternative assets classes that are not highly correlated with equity and fixed income investments. Our goal is to provide attractive after-tax returns while reducing the overall level of risk within the portfolio.