Our Equity management style emphasizes global diversification of investments and investment approaches. We invest using a range of carefully considered approaches that bring combined value to the overall portfolio with the objective of better returns with lower risk. Inflation, taxes, and transaction costs have an important impact on our client’s wealth. We offer considerable expertise on managing equity portfolios tax efficiently to help you keep more of what you make. Finally, we customize and diversify portfolios by considering low cost basis holdings, stock options, and concentrated positions.
Our investment approach for individual stocks balances growth, value, and quality. We seek stocks that will outperform over the long-term by carefully considering the different factors that can affect a stock's long-term performance.