Investment Approach

We believe the best opportunity to increase income and capital over time is by owning companies with consistent earnings and dividend growth. We prefer companies with strong balance sheets, established competitive advantage and global reach. Our equity portfolios are diversified across economic sectors and industries, and we monitor and adjust our holdings as positions become outsized or as opportunities change.

At our firm, we feel a team approach has several advantages for our clients. Our investment committee meets regularly to discuss economic conditions, industry sectors and security selection within the framework of our investment discipline. Combining skills helps to fine tune the securities chosen for each investment strategy. This allows us to leverage our portfolio manager’s decades of experience.

Communication is essential and we encourage our clients to meet with us regularly. We also communicate frequently with our clients through quarterly statements and our investment newsletter.