In our 75 years of combined experience, our approach remains consistent: we seek investments focusing on reasonably priced growth opportunities in publicly listed companies. That means companies with records of strong revenue and earnings growth and attractive profit margins, and for clients who prefer the opportunity of increasing dividend income, we look for high rates of compounded dividend growth.
Beyond that we focus on the best of breed U.S. based companies that are large market capitalization and mid market capitalization companies. Business fundamentals are important, and to allow for the potential benefit of compounding, we strive for low portfolio turnover.
We appreciate that clients have distinct and unique needs. Whether one is beginning as a new investor, investing for a child’s education, planning for or approaching retirement, or perhaps has received new investable capital from selling a business or an inheritance, we can help.
When one turns out the lights at night, it is reassuring to know a portfolio is comprised of liquid investments in household company names available in the broadest markets.