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Investment Management

Our Client-Centric Investment Philosophy

To achieve your financial objectives, we employ a disciplined, consistent approach emphasizing security selection, strategic asset allocation and relative value analysis. We tailor each portfolio to meet the investment horizon, family dynamics, and income and growth needs of every client. The key to superior investment performance is a rigorous adherence to our disciplined investment philosophy.

Our proven approach is structured to:

  • Anticipate and mitigate downside risks
  • Capitalize on economic and market trends
  • Maximize long-term risk-adjusted performance

We monitor economic, political and financial market environments, assess their potential impact and make the necessary adjustments to protect and grow your assets. Frequent client communication alerts us of any significant changes in your personal situation or financial objectives, ensuring your investments stay on course toward achieving your goals.

Customized Investment Strategies

We build customized portfolios to meet your objectives through a combination of our core competencies: quantitative screening, fundamental analysis and the knowledge and experience of our portfolio managers. Our security selection process begins with screening over 650 large cap companies for specific financial characteristics categorized into three major areas: Valuation, Quality and Price Momentum (“VQP”). The VQP process allows our managers to identify investment opportunities that offer substantial value. This rigorous investment process strives to look beyond mainstream consensus opinion to construct portfolios designed to achieve your investment goals and weather varying market conditions.