Focus on Fundamentals
Our goal is to manage your portfolios to generate ever increasing levels of income. Our security selection process is based on fundamentals.
We develop and continually update our proprietary forecast statements and valuations for each company in your portfolio.
Tactical Asset Mix Shift
We avoid high turnover as it costs you money, but we do not believe in buy and hold forever. When our proprietary Weather Watch indicates storm clouds we will act to reduce risk in your portfolio.
The focus on income growth means our client portfolios have a substantial allocation to equities. Where a fixed income component is required, we usually invest in corporate bonds and preferred shares. In selecting these investments, we apply similar company research as we do for your equity holdings..