Invest

The key to long-term investment success is a disciplined process.

Our investment philosophy is grounded in the principle of seeking value.  Through thoughtful asset allocation, diversification, and security selection we seek to construct enduring portfolios for the individuals and institutions we serve.  

Stocks

Bonds

  • Dividend Paying

  • Low Debt

  • Undervalued

  • Strong Management Team

  • Treasuries

  • Munis

  • Agencies

  • Investment Grade Corporates

ETFs

Mutual Funds

  • Experienced Team

  • Disciplined Process

  • Strong Risk-Adjusted Returns

  • Reasonable Cost

  • Low Cost

  • Liquid

  • Style or Category Specific

Investment Committee

  • Six Member Committee

  • Average 23 Years of Experience

  • Constant idea collaboration

  • Bi-weekly strategy meetings

  • Qualifications include:

    • Two Chartered Financial Analysts (CFA®) 

    • Certified Investment Management Analyst (CIMA®)

    • Advanced degrees in business and economics