Investment Philosophy

Investment Philosophy

Our investment philosophy is to emphasize the preservation of capital first and the realization of predictable income and capital growth second.  Client portfolios are normally invested in high-quality stocks that pay a dividend and have growth potential and in “BBB” or better rated short to intermediate-term fixed-income.  We buy based on yields to maturity, as prices will gravitate back to par as they approach maturity.

Based on this investment mix and a conservative philosophy, few sales are made.  Mainly the portfolios buy, accumulate and reinvest in other high-quality income and growth oriented investments.  About 75% of the accounts are tax deferred IRA and retirement plan type accounts.

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