Core Strategies

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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.   

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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. 

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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.

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Growth At A Reasonable Price