Portfolios Designed
for a Lifetime

Overview

Blue Chip Income Strategy

Core Growth Strategy

Fixed Income Strategy

Since 1933, we have built wealth for our clients by customizing investment portfolios, selecting quality stocks and bonds, and adapting to the dynamic markets and economy.

Our Strategies

We always seek to put our clients’ best interests first – actively managing a tailored portfolio of stocks and bonds to help you achieve your unique goals.

To do so, we align a credentialed and dedicated team, follow a disciplined process, and perform extensive research and due diligence on every stock or bond we own. Our Portfolio Managers lead decision-making and are backed up by the research of our Analyst team. Our Investment Committee reviews and approves recommendations from our Portfolio Managers and monitors the performance of our strategies. Our Operations team executes trading and reporting.

Blue Chip Income

Growth and income with reduced price volatility.

Core Growth

Long-term capital appreciation at a reasonable level of risk.

Fixed Income

Stable and predictable cash flows.

Key Roles

Portfolio Managers

Strategy and Due Diligence

Analysts

Research and Analysis

Investment Committee

Performance and Oversight

Operations

Trading and Reporting