We take a long-term approach to portfolio management, working in partnership with our clients to achieve their objectives. We are committed to producing exemplary results by selecting high quality securities, adhering to defined investment disciplines and managing risk in our clients' portfolios.
KEY ATTRIBUTES OF OUR
INVESTMENT MANAGEMENT APPROACH INCLUDE:
- Assist in the construction of effective Investment Guidelines and, where necessary, help define and resolve estate issues.
- Separately manage and custodian all portfolios.
- Design multiple cash, stock, and bond strategies that work successfully
- Build diversified, quality portfolios within client-driven guidelines.
- Employ a team-driven investment process with a "lead" and "back-up" manager assigned to each client's portfolio.
- Place emphasis on an independent research process, including meeting with key corporate management teams
- Maintain a low client-to-manager ratio of 14 clients per manager with accounts ranging in size from $1 million to $154 million.
- Focus on continuing to achieve superior returns within prescribed risk parameters.
- Report to each client on a regular basis in a useful format.