Portfolio Management

Your portfolio is constructed after analyzing your:
  • Ability and willingness to bear risk
  • Return objectives
  • Time horizon
  • Liquidity requirements
  • Tax considerations and
  • Other unique circumstances.

  After we determine an appropriate asset mix we construct your portfolio though individual security selection.

The Process

  • Employ a “bottom-up” style. Bottom-up means we perform detailed analysis of each stock rather than take a market view, know as ” top-down”.
  • Employ a value style. Our focus is the price we pay for the security.
  • Long-term view. 4 year time horizon.
  • Active Management
  • Low Turnover