top of page
Core Strategies
Our core strategies are managed for individuals and institutions seeking our expertise in large-cap equities. The strategies are focused on generating strong risk adjusted returns and are suitable for different needs and risk tolerances.
Dividend Growth
Our Dividend Growth strategies invest primarily in mid and large capitalization dividend paying stocks of high quality companies at a discount to the investment managers’ assessment of intrinsic value. Our strategies include our Core Dividend Growth and Low Volatility Dividend Growth.
DOWNLOAD THE BROCHURES
Core
Dividend Growth
Low Volatility
Dividend Growth
Growth At A
Reasonable Price
Our GARP Strategy seeks to capitalize on purchasing stocks with strong profit growth at advantageous prices. We take a continuous and consistent approach to identifying companies that are focused on enhancing shareholder value to produce favorable results.
DOWNLOAD THE BROCHURE
Growth At A Reasonable Price
bottom of page