TOP-DOWN AND BOTTOM-UP RESEARCH.
Our goal is to be fully invested, and we do not attempt to time the markets (i.e., completely exit and re-enter) when market or economic conditions change.
TEAM-DRIVEN SECURITIES SELECTION.
A focus on building low cost, transparent portfolios made up of diverse baskets of securities in accordance with an appropriate asset allocation mix.
Our Research and Investment Committees are responsible for developing the criteria we use to identify securities that may be appropriate for our clients’ accounts and for monitoring current client holdings. These committees meet weekly to review and evaluate investment ideas and weigh economic factors along with fundamental and technical data. We believe our team approach to securities selection helps ensure that only our best ideas rise to the top and become actionable items.