Portfolio Strategies

Our focus on helping our clients achieve their investment objectives begins with a thorough evaluation of lifestyle goals, risk tolerance, income requirements, and any unique preferences. As such, we offer disciplined investment strategies utilizing companies that provide the opportunity for capital appreciation and income. Our dividend growth strategy seeks capital appreciation with rising dividends while our income equity strategy seeks high current income with the opportunity for long term growth. Our Opportunity Growth strategy utilizes equities with above average earnings growth with the goal of capital appreciation. Where applicable, our fixed income strategy provides stable income and serves to reduce portfolio risk when combined with our equity strategies.