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Our Strategies

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We build diversified portfolios that combine our Core and Alternative Investment strategies with fixed income, preferred stocks and cash alternatives.  Since one size does not fit all, we can also work with you on a customized investment approach to meet your specific investment objectives.

 

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Core Strategies

Our core investment strategies consist of Dividend Growth, Growth At A Reasonable Price (GARP), Exchange Traded Funds and Fixed Income. These strategies are managed for individuals and institutions seeking our expertise in large-cap equities. 

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Alternative Strategies

Our alternative investment strategies consist of Covered Call Strategy  and Enhanced Equity Income.   These strategies use covered options to decrease volatility and provide a more consistent return profile for individuals and institutions.

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