Individual Equities

We specialize in tax-efficient individual equity portfolio management. The firm's investment process seeks capital appreciation by investing in companies which, in our judgment, offer value relative to their long term potential and the market as a whole. Our bottom-up approach allows us to build portfolios one company at a time, with a primary focus on identifying reasonably valued companies that offer strong quantitative and qualitative characteristics. With this approach, sector weights are determined by the underlying relative value of the companies within each sector. Generally, an equity portfolio will hold 25-30 positions. Our overall goal is to consistently outperform the S&P 500 index.

Fixed Income Investments

Mutual Funds