PHILOSOPHY

We believe that building the right portfolio for you requires analyzing the implications of costs, taxes and performance. Our core equity portfolio invests in individual large cap stocks that allow us to efficiently manage tax consequences.

We use an intrinsic value strategy in order to find companies that are attractively priced. We complement our core equity strategy with index and active funds to add diversification across asset classes, such as international and small cap. We actively rebalance portfolios in order to under or overweight industry sectors based on our outlook for the global economy. In fixed income, we focus on quality and we choose bonds based on your need for taxable or tax-exempt income.

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