Investment Philosophy

 

We believe in focused portfolio diversification and work to identify asset classes, individual sectors and countries with favorable risk/reward potential. This keeps us more focused, disciplined and nimble.


Our main strategies include growth, growth/income and income. Each of the strategies are further customized to client's needs and price fluctuation tolerance.

 

Exchange traded funds are used when structuring portfolios. We choose ETFs for their daily liquidity, transparency of internal holdings, tax efficiency, low internal expense ratios and diversification within an asset class. Occasionally, we use individual stocks to supplement the portfolio.

Macroeconomic, fundamental and technical research is the foundation of our work as we identify investments with favorable risk/reward potential.

We think of ourselves as value investors and are uncomfortable chasing the “hot” asset class, therefore we look for undervalued opportunities.