We view every security we purchase as if were buying a piece of a business — not simply a stock certificate. Many Wall Street analysts focus exclusively on growth. In contrast, we invest in companies with sound cash flow, moderate global growth, discounted valuations and steadily growing dividends. To manage risk, we utilize scenario analysis (both upside and downside) to construct portfolios and identify the risk/reward associated with securities and their respective asset class. The result is a portfolio of income-generating securities such as high yield stocks and bonds with sound risk adjusted return potential over longer periods of time.
We have a fiduciary duty to act in the best interest of our clients.