Core Equity Management

Our security selection is designed to produce a higher yield yet lower volatility portfolio. We invest in large capitalization stocks of companies with high quality fundamentals, strong competitive positions, and a history of successful management. We favor stocks with low price/earnings ratios, better than average dividend yields and consistent earnings growth.

Enhanced Equity Diversification

Additional asset classes broaden the diversification of our portfolios and take advantage of shifting strategies
in the market.

Complement core equity approach with exchange traded funds (ETFs) or mutual funds:

• Small and mid cap
• Real estate
• International
• Emerging markets
• Commodities

Produce competitive, tax efficient results at a reasonable cost.