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Experience and Expertise Guide Our Security Selection Process
Our investment committee is experienced, dedicated, and committed to implementing this investment philosophy. Our Investment Committee is charged with managing the assets for the firm. Under the Committee’s watchful eye, our investment process includes scrutiny in the following areas:
- A top-down review of the economy and the markets to determine broad asset class models for our clients.
- A bottom-up review of sectors and industries, screening for securities consistent with our emphasis on income generation and valuation.
- An overall portfolio review to ensure that expected risk/return levels are appropriate for the individual client’s portfolio.
- Review and monitoring of customized portfolios, containing securities that vary from the core model.
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