Services: Investment Approach

Portfolio management is a blend of art and science. Past performance is useful, but picking investments that performed the best in the past is not a good way to build a portfolio for the future. That is why our portfolios reflect a well thought out and disciplined approach to both asset allocation and security selection.  We consider many investment choices when comparing valuation, including, but not limited to common stocks, corporate bonds, preferred securities, real estate investment trusts (REITs), and covered calls. Identifying compelling value requires in-depth analysis of fundamentals and valuation. It also requires patience. It is important to wait for clear value and not buy high risk, low reward investments.