The allocation of the portfolio between fixed income, equities, commodities and cash is most important decision.
We develop an investment strategy that combines a client's personal needs for:
- Cash flow from the portfolio;
- Growth/Return objectives; and,
- Risk tolerance with opportunities in the financial markets.
Equity Process
Our equity process focuses on selecting primarily mid and large capitalized companies that are leaders in their respective markets, are projected to achieve superior returns on invested capital, and have potential to grow revenues and earnings over time. In addition, we integrate Environmental, Social and Governance (ESG) factors into our detailed research and fundamental analysis.
24 factors
Quarterly, each core holding is evaluated on 24 fundamental and technical factors
Read More
Fixed Income Process
Our fixed income process focuses on matching a client’s cash flow needs from the portfolio aligned to bond maturities. Bond holdings are evaluated on credit quality compared to the associated risk premium with the objective to identify opportunities yields are attractive to the assumed risk.
fixed income securirties include
Individual corporate, government, and municipal bonds with various mutual funds and ETF’s for yield enhancement.
