Investment Style

We construct investment portfolios tailored to each client’s specific investment objectives and risk tolerance. We focus on actively managing high quality stocks and bonds in a tax-sensitive manner with a long term orientation. Rather than allocate assets to a package of mutual funds or overly diversified model portfolios, the firm constructs portfolios primarily of individual securities. Thus, the portfolio remains focused and clients know exactly what they own. We are a long only manager and do not use leverage or short selling.