While all of our strategies have a proven history of long-term, risk adjusted returns, it is our investment philosophy coupled with our relentless focus on our clients' needs that truly makes us unique.
Create and generate long-term wealth by partnering with clients to meet their diverse goals for the present and the future
Invest in large and mid-capitalization dividend paying stocks that are conservatively financed and trading at a discount to our assessment of intrinsic value
A disciplined approach to stock selection and portfolio construction with a focus on growing dividends, low P/E multiples, and strong cash flows
Stock analysis focused on non-traditional valuation and quality metrics like free cash flow yield and return on invested capital
Individual security selection with an objective decision-making process
A transparent investment process that is dynamic in bear markets and always mindful of risk
Our Client Promise
All portfolio managers are available in person, by phone or email 24/7/365 to address any client concerns
No Unnecessary Risks
We never take unnecessary risks. We monitor volatility and manage portfolios built to withstand any market environment
We provide full transparency through separately managed accounts, real time access, detailed reporting and quarterly performance updates
Below Average Fees
Our fees are significantly lower than the industry average. We do not layer in any extra costs and offer full transparency by providing a single fee which appears on your statement.