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Strategy
   

INVESTMENT STRATEGY & APPROACH

COMMON STOCKS
Our portfolio managers are responsible for implementing the firm’s overall investment strategy. They recommend the percentage of each portfolio to be committed to equities and alternative investments.

Our equity strategy aims at capital growth by emphasizing investment in quality companies with excellence in management, a faster rate of growth than the economy, and reliability in earnings growth rates. In short, we seek “quality growth” firms.

FIXED INCOME INVESTMENTS
Fixed income securities are useful to clients with certain income needs and tax requirements. We emphasize high-quality issues including, U.S. government bonds, corporate bonds and municipal bonds. We do not sacrifice quality to capture unusually high yields.

CASH EQUIVALENTS
Cash Equivalents holding sizeable quantities of short-term Treasury obligations and other money market instruments can shelter client portfolios from risk and provide buying reserves for the future. We emphasize credit quality and liquidity in the selection of cash equivalents.

ASSET ALLOCATION
Asset mix – the percentage levels allocated to cash, fixed income securities, and common stock – remains one of the most crucial elements of investment strategy. Our portfolio managers determine the asset allocation of each of their accounts, and they are constantly reviewing these ratios to be sure they reflect the clients’ objectives and tax considerations. Asset allocation is also discussed at our weekly Investment Policy Committee meetings.

 

 
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