Emphasis on Growth Strategy
Emphasis on future capital appreciation. Principal risk and fluctuation is expected and acceptable over the intended long-term investment time horizon (in excess of 5 years). Portfolio will consist of a determined allocation among equities, fixed income, and cash, with a primary emphasis on equities, including private investment funds.
Objective
The Emphasis on Growth Strategy is designed to emphasize future capital appreciation. Principal risk and fluctuation are expected and acceptable over the intended long-term investment time horizon, in excess of 5 years. The Strategy seeks growth and income through a determined allocation between equities, fixed income, real assets, alternative investments, and cash. When appropriate, tax-exempt bonds may be used to meet clients’ needs.
Philosophy
We take great care in being stewards of capital and providing our clients with investment management services to achieve their investment goals. Our process is driven by asset class valuations and focused on risk control, where “risk” is defined as a permanent loss of capital. We have an opportunistic and a contrarian investment philosophy, viewing “volatility” as an opportunity. Our disciplined, repeatable investment process seeks to achieve superior returns with below average risk.