We work with our clients to create customized portfolios in order to grow and protect their assets pursuant to their goals, objectives, and risk tolerance.

One of the most important strategic decisions any investor will make is the balance of equities, fixed income and cash.

Equities

Growth: We expect companies that are consistently growing revenues and operating earnings faster than their industry peers to achieve favorable investment performance over time. Additionally, companies with business models and products that are in growing industries should offer more attractive returns over time than peers.

Income: Clients who require income and would like to maintain equity exposure may find suitable investments in dividend paying equities. We invest in stable, mature companies with strong balance sheets that have a history of above-market dividend growth with opportunities for capital appreciation. Additionally we invest in alternative investments such as REITs or pipelines to enhance income and diversification.

Fixed Income

We seek fixed income securities that produce cash flows which meet the needs of our clients. Many of these securities offer tax advantages and higher relative yields which increase the potential for higher after-tax returns.

Our investment team manage interest rate, credit, issuer and issuance risks to help fixed income portfolios perform within client guidelines.

The fixed income securities we invest in span a broad range of industries, credit ratings, and issuers. Our investment research and trade execution professionals find opportunities in fixed income markets that clients may not otherwise have access to.