Equities

Fixed Income

Private Equity

Socially Responsible
Investing

Our Approach:

We structure portfolios that address the unique needs and objectives of each client.   Success is determined by how well we meet our clients’ objectives over a three to five year time frame.  We are steadfast. Discipline guides our portfolio management in both the equity and fixed income.

EQUITIES
In our view, earnings growth is the long term determinant of a stock's price.  We utilize a fundamental, bottom up approach seeking earnings growth supported by strong balance sheet, high ROE, revenue growth and strong cash flows. 
 
FIXED INCOME
Bond portfolios should provide capital preservation and income generation in the process of generating alpha.  We conduct in depth analysis of company fundamentals, business cycle and the yield curve to construct an investment grade portfolio consisting of treasury, agency, corporate and securitized notes and bonds.  Portfolios are actively managed to capture opportunities presented by changing economic and market dynamics, fundamentals and relative valuations.

PRIVATE EQUITY
We believe investing with a high-quality, diversified group of Limited Partnerships led by experienced General Partners will provide enhanced diversification and deliver excess returns to investors. We participate in partnerships that focus on established industries with sustainable, profitable growth.