Diversified Investment Portfolios

Investing in Stocks and Bonds

Our stock selection process identifies growing, financially secure companies recognized as innovative leaders in their respective industries. Our investment portfolios are diversified across the economy with special emphasis on identifying long-term trends. We buy companies at prices we consider reasonable given our outlook for their future growth prospects. We employ a blended style that uses a cross section of large companies, medium and smaller companies, and international investments. As part of this approach to investing, we commit only long-term capital to common stocks, which results in low turnover of clients' investments.

When selecting bonds, our objective is to provide income and stability of portfolio principal value. To that end, bond investments are limited to U.S. Treasury, U.S. Government Agencies, municipal, and high grade corporate bonds. We add value through credit analysis, issuer diversification, yield spread analysis, and interest rate anticipation.