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Investment Management
Research is the hallmark of our investment process. We utilize economic, industry and company information in an effort to build a broadly diversified portfolio that will meet your return expectations within the parameters established for risk.
Our client managers will work with you to develop an individualized investment policy statement that will detail your goals and concerns. Then through coordination with our research department, a portfolio designed for you will be developed.
Our focus is on:
- Large Cap Stocks (typically $3 billion market cap and above)
- High quality stocks (average quality rating of "A"
- Representation in most industry sectors
- Well diversified by industry and by individual security
- Blend of value and growth characteristics
- Fixed income rated investment grade or better (may use high yield funds)
- Vary maturities based on view of rates and yield curve
- Tax strategies used to minimize capital gains
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