Investment Management

Our investment advisory service follows a strict investment discipline while portfolio construction remains highly client centric and focused on meeting the individual needs of our clients. Our approach balances the discipline of the investment process with individual client needs to arrive at an effective and uniquely crafted investment solution.

Dividend Growth Investing

At the core of our portfolio construction process is a carefully selected group of common stocks that have consistently increased their dividends over a long period of time. Historically, dividends have accounted for a significant portion of total return. In addition, research confirms that companies which consistently increase their dividends over time have outperformed companies that have not. We believe portfolios constructed using this discipline will experience superior risk adjusted returns over the long term.

Strategic Asset Allocation

The discipline of asset allocation is at the core of any portfolio management process as it should be given that the decision on how to allocate your investments is a major determinant of portfolio performance. Our approach to diversification is expanded beyond the basic allocation of stocks, bonds and cash. We believe clients benefit from a strategic allocation to multiple investment strategies. These “satellite” or sub asset classes are strategically blended with our core equity discipline to broaden portfolio diversification and potentially enhance long term performance.

Tax Efficient Investing

One of the major detractors of investment performance for private clients can be taxes. Portfolios comprised of individual securities, tax efficient exchange traded funds, municipal bonds and master limited partnerships are among a few ways we assist private clients in keeping more of what they earn.

Financial Planning

A successful investment experience starts with a carefully crafted financial plan. Solutions may include retirement, tax, college savings, wealth transfer, and asset allocation. Our approach to financial planning starts with gaining a clear understanding of your financial goals. This is best discovered in a conversation, not an online quiz or generic questionnaire.