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Client Services Each
portfolio can be customized to the extent
possible to meet the specific needs
or requirements of the individual client.
Additionally, we work with our clients
and their professionals on income tax
efficiency, retirement and estate planning,
and charitable giving strategies. We
strive to earn our clients’ trust and
loyalty through superior communication,
service, and long-term investment performance.
Key Benefits
- Personal attention
means that you know who to call
when you have a question, and you
know that your portfolio manager
understands you and your situation.
- Customized communication
means that you know what is going
on with your investments and you
can control who receives information
about your portfolio.
- Changing life circumstances:
we have all the information you
need to handle decisions about taxes,
gifting, retirement, estate planning,
and charitable giving.
- Save time, energy, and
worry: let experts you
trust handle your investments and
spend your time doing what matters
most to you.
 Research Services
Viewing companies as businesses in
which to invest, rather than stocks
to be traded, our portfolio managers
meet directly with company managements
and attend industry trade shows and
conferences sponsored by brokerage firms.
While we receive most of the research
generated by the large, institutional
brokerage firms and utilize other resources
available to us, we believe our “hands-on”
and direct approach provides a clearer perspective
when making judgments regarding appropriate
investments. Our research not
only enables us to properly assess the
common stocks of companies, but also
helps us evaluate corporate bonds for
those portfolios that benefit from taxable
interest.
Key Benefits
- Independence:
our investment research is not swayed
by the interests or incentives of
brokers, companies or anyone else.
We call things as we see them.
- Solid Returns:
Our deep knowledge of companies
and the market helps us to invest
in companies with genuine potential
for growth, thereby maximizing long-term
investment returns.
- Proprietary Research:
Our hands-on approach to research
helps us to avoid trends and fads
in investment strategies. We focus
on the fundamentals.
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