Investment Philosophy and Portfolio Offerings

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Rising Dividends Portfolio: The objective of the Dividend Income/Total Return Portfolio is to provide consistently rising income that’s greater than the yield offered by the S&P 500. This portfolio is appropriate for investors seeking both growth and income through investment in common stocks. The Dividend Income/Total Return strategy concentrates solely on finding defensive, mature, well-managed, financially solid companies capable of consistently increasing dividends at rates that can help investors keep ahead of the rising costs of living, i.e., inflation. 

Growth Portfolio: The objective of the Growth Portfolio is to produce long-term capital growth by focusing on high quality, large capitalization companies with strong fundamental characteristics and management teams, attractive growth prospects, and reasonable price appreciation expectations. We are specifically interested in stocks with above-average earnings growth expectations, stocks that trade at a P/E multiple below their long-term growth rate, and that generate a return on equity (ROE) of 15% or higher. The Growth Portfolio generally invest in individual equities for U.S., size, style and sector exposures.

Large Cap Equity Portfolio: The objective of the Large Cap Equity Portfolio is to substantially outperform the S&P 500 over market cycles to produce long-term capital growth by focusing on high quality, large capitalization companies with the perspective of a long-term business owner. The LCE Portfolio uses a GARP (growth at a reasonable price) style and seeks companies that have sustainable competitive advantages, are held by shareholder-oriented management teams and are trading at reasonable valuations.  The aim is to own these equities for many years to take advantage of the powerful effects of long-term compounding.  The strategy will hold 25-30 individual positions and remain fully invested.  This portfolio is appropriate for investors seeking capital appreciation, with the ability to withstand potentially greater short-term volatility.

Working with an advisor who personally selects investments offers several benefits - it allows for a customized approach tailored to your unique financial goals, risk tolerance, and timeline. We believe that each client has individual goals that deserve specialized attention and working with a PIM (Private Investment Management) Advisor allows the flexibility needed to do so.