Our beliefs

  • Every client has unique liquidity needs, risk tolerances, and financial goals. There are no shortcuts or “cookie-cutter” approaches to growing your wealth. We take a specialized approach to each client’s individual situation.
  • Daily team meetings are critical to the surveillance of client portfolios. During those meetings, we exchange our thoughts on economic forces, equity sector weightings, and individual stock research. We incorporate outside research, forecasting and analytics from Bloomberg, and information obtained from a variety of other news sources when forming discussion topics. During these meetings, we are also briefed on any pertinent issues relating to client concerns.
  • Only investment grade bonds with short or moderate durations are implemented in client portfolios. We monitor all bond holdings for rating changes or deterioration in underlying credit quality.
  • We may, from time to time, utilize covered call options as part of our investment strategy in order to mitigate volatility, enhance portfolio returns, and create some downside protection. There is no hard and fast rule as to when we use this strategy but we do employ it from time to time. The decision to do so is made purely on a case-by-case basis, based on the needs and objectives of the client.
  • Our investment approach is centered on a long-term approach to investing in order to minimize volatility of returns. Prudent investors should maintain a long-term perspective and avoid the short-term temptation of market timing. It only takes a few impulsive transactions to negate the benefits of a long-term approach.