Approach

Asset Allocation

Your goals and situation take center stage with our practical asset allocation designed to

  • Preserve and grow capital
  • Minimize volatility
  • Minimize cost

High-Quality Equity

Our conservative, all-cap strategy is simple yet powerful. It is

  • Designed with the intent to deliver consistent returns with less volatility than
    the S&P 500.
  • Managed by a seasoned, accessible team
  • Implemented consistently across portfolios

QUALITY, DIVERSIFICATION, & SELL DISCIPLINE

We monitor holdings on a daily basis, looking for opportunities to upgrade the quality of the portfolio. We pay close attention to sector exposures and position sizes, making adjustments as necessary. We typically sell a stock when the company cuts its dividend, fundamentals deteriorate, or valuation becomes expensive.