"We believe the longevity of our track record, which spans over 40 years, is a testament to our success in meeting our clients’ investment objectives."
Investment Options to Suit All Clients
We offer both active and passive strategies as well as several overlay options. Our active investment strategies are conservative in nature and are designed to provide current income, moderate capital appreciation, and protect principal against inflation and adverse market events. We look for high quality companies with strong management and a consistent dividend track record that are considered undervalued by the market. Some strategies use options to reduce portfolio risk and increase current income.