We use three primary strategies to build our clients’ portfolios. Most client portfolios combine more than one strategy to uniquely blend together and create an appropriate portfolio for each client’s risk tolerance and financial goals. Taxable and tax-free income securities are added, depending on the need of each client.
Learn more about each model’s investment strategy below.
Made up of domestic, mature-growth companies, this strategy invests primarily in high-quality, blue-chip companies. We look to create a portfolio that yields more than the S&P 500 Index. And we favor large companies with consistent earnings growth and management teams focused on increasing money returned to shareholders in the form of dividends. On average, the Equity Income portfolio will hold 35 companies with no single company making up more than five percent of the portfolio.
This strategy is designed to solve the growth needs of clients and fight the loss of purchasing power that comes from inflation. A Growth & Income portfolio consists of 25-35 stocks that show signs of future price appreciation, striking a balance between the income goals of the Equity Income strategy and the growth goals of the Growth strategy.
This strategy invests in the domestic stock market and in companies determined to reinvest earnings in themselves to fuel growth. The portfolio includes about 30 stocks.
