Investment Management

Investment Management

We are long-term fundamental investors. We concentrate on helping clients meet their long-term objectives and believe this is most reliably done over a several-year time horizon by owning high quality investments in broadly diversified asset classes. Using a mix of individual securities, mutual funds, and exchange traded funds, we incorporate foreign and domestic equities, foreign and domestic fixed income, real estate and, where appropriate, a range of alternative investments in client portfolios. We use broad diversification along with periodic rebalancing in an effort to provide high quality portfolios that combine lower degrees of volatility with reasonable results.


Investment Philosophy

For the stock portion of your account, we use a dividend growth strategy, investing in a diversified basket of large cap equities with a long-term track record of paying and increasing shareholder dividends. These companies typically have strong balance sheets, generate significant cash flow and have demonstrated a commitment to returning cash to shareholders.

We often recommend the use of low-cost mutual funds (such as Dimensional, and/or exchange traded funds (ETFs) to add asset classes as a means of diversification and risk mitigation.

When working with clients who have existing portfolios, we do not make wholesale changes, but rather enhance the existing portfolios as tax considerations permit. Clients benefit from consolidating their assets to implement a unified investment strategy and simplify administration.


ESG Investing

Environmental, Social and Corporate Governance (ESG) investing is a socially responsible investment management approach that takes into account a company’s impact on their community and our planet. Screening for ESG characteristics involves considering a company’s behavior and policies related to their environmental performance, social impact and governance issues before investing.
We are pleased to offer ESG-focused portfolio strategies that can help align your investments with your personal values.  While economic, industry, and company fundamentals remain key considerations in analyzing investments, incorporating ESG factors may lead to an enhanced understanding of both the risks and long-term durability of potential investments.  If you want these factors to play a larger role in your investment planning, please contact us to see if ESG strategies are right for you.


Commitment to Technology

As a firm, we are committed to being industry leaders in leveraging technology to deliver effective, efficient service to our clients. We have implemented new technologies to drive efficiencies across our investment research, portfolio management and trading platforms including ensuring that updated account information is available to you 24/7 on our website.

We use ZOOM technologies to host virtual meetings and DocuSign to provide electronic signatures.