IN SUMMARY

DESIGN a portfolio that meets the individual needs of the client using high quality equity and fixed-income securities.

INVEST in equities designed to grow the portfolio over time.
Invest in the best companies in the best industries.

CREATE an equity portfolio that has:
A goal to double in value every 5 to 6 years,
which produces a 15% compounded annualized return.
An average market capitalization comparative to the size
of the S&P 500.
A strong emphasis on high quality companies that are
recognized leaders in their industries.

LONG-TERM perspective -
Invest with a 3 to 5 year time horizon.
Low turnover, hold our winners.
Maximize after-tax returns for taxable portfolios.

STATE OF THE ART portfolio reporting, access to premier research.

Small firm, FOCUSED on personal service and individual client needs.