All Cap Value

The investment objective is long-term capital appreciation through a portfolio of domestically-traded equities. We focus the portfolio on 20 – 25 companies with reasonable valuations that we view offer the best opportunities for growth. We seek out companies with scalable financial models, compelling secular growth characteristics, strong balance sheets and management teams that demonstrate a commitment to creating shareholder value, without constraining ourselves to specific sectors or market capitalizations. Accounts are separately managed, long only and do not utilize derivatives.

Value with Income

The investment objective is current income and growth through a portfolio of domestically-traded equities. We focus on 20 – 25 companies that have dividend yields greater than the broader equity market and offer the potential for future dividend growth. We seek out companies with profitable business models, strong balance sheets and management teams that demonstrate a commitment of returning capital to managed, long only and do not utilize derivatives.

Municipal Tax-Exempt

An actively managed tax-exempt strategy placing emphasis on high-grade municipal debt. Permissible investments may include general obligation debt, revenue bonds, insured and appropriation bonds as well as pre-refunded issues.  Portfolio holdings have a credit rating of investment grade or high grade and are structured to meet the income objectives of clients.  Accounts are individually managed and do not employ derivative products to enhance portfolio results.

Fixed Income

An actively managed Fixed Income strategy to generate a total rate of return. Portfolio composition includes debt issued by public and private entities and equities with debt like properties.  The credit quality of portfolio holdings is comprised of issuers rated investment grade or high grade.  Performance is measured against the Broad Market Index (BMI) and accounts are individually managed.  Derivative products are not used to enhance portfolio results. 

 

 

Investment Philosophy

The market is inefficient and frequently prices companies above or below their intrinsic value. We seek to profit from this inefficiency by doing our own analysis of the financial strengths, management, competitive positions, and assessments of future earnings potential of our companies. Successful investing is predicated on buying stocks at a discount to underlying value.

Investment Philosophy 

Our Team

Our team provides our clients with the highest standard of financial and investment advice to create a roadmap for your financial portfolio based on your unique investment objectives, liquidity needs, tolerance of risk and time horizon whether you have one investment goal or an array of complex needs, we put our investment knowledge and experience to work for you.

Our Team 

Security Selection

Each portfolio is separately managed and constructed to follow strict investment standards within the client’s goals and guidelines.  Also, as a fee based advisor our incentives are aligned with those of our client.

Security Selection