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InvestmentStrategy
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Research
Fundamental Approach
  




Our investment strategy brings together the time-tested benefits of value investing and asset allocation. Our objective is to provide our clients with a value-oriented investment approach. A variety of investments are used to meet our clients' goals and comfort level with investing including stocks, bonds, and exchange traded funds.

  • Our Value Approach to Investment Selection: To improve our clients' expected returns, we seek investments that trade below our fair value estimates.

    • Our proprietary financial models are used to calculate fair value estimates. Fair value is based on a series of assumptions about the expected growth rate of an investment.

    • The decision to buy: By buying investments trading below fair value, our goal is to reduce investment risks while increasing long-term returns.

    • The decision to sell: By selling investments trading above fair value, our goal is to reduce investment risks while increasing long-term returns.

  • Our Balanced Approach to Asset Allocation: To meet our clients' income needs and to reduce their risks, our client portfolios are diversified across a variety of asset classes with an emphasis on value.
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