Our long-term investment objective is to build, preserve and protect the financial assets of our clients in a prudent and tax-efficient manner, taking into consideration any income requirements our clients may have.

We strive to meet the unique investment objectives of each of our clients by:

  • Utilizing portfolio management strategies designed to minimize taxable gains and maximize after-tax returns.
  • Selecting the type and mix of securities best suited to a client’s capital appreciation and income generation goals, risk tolerance, tax status and other unique requirements.
  • Observing disciplined equity and fixed-income security selection processes.
  • Applying the recommendations that result from our investment research and security selection processes to each account, taking into consideration the after-tax implications and investment objectives of our clients.