Services: Equity Investing

We invest in equities primarily to provide long-term capital appreciation. Investments considered include common stocks, real estate investment trusts (REITs), and covered calls to reduce risk. We believe the only way to successfully invest in the stock market is to consistently apply a disciplined approach.

We employ a bottom-up, fundamental research process when considering equity investments. We start with a large unbiased universe of equities, and apply our proprietary screening model.  When a potential investment is found, we proceed by rigorously reviewing the company’s fundamentals. This includes an examination of each company’s financial statements, as well as qualitative factors.

Our primary focus is on valuation. We determine the fair value of each business, and evaluate the company’s track record and growth prospects. If we are satisfied with the outlook and the company is selling at a discount to fair value, we will add it to client portfolios.  Our job does not end there.  After the investment decision is made, we monitor the position for new developments, changing trends, or any other circumstance that would enhance or degrade the valuation.  Most importantly, we have a very defined price target at which we will sell the investment to lock in profits.  This step is as important as the buy decision, and is often overlooked.