Our Strategies

The firm’s primary equity strategies are Dividend Income, Small Cap Equity and Large Cap Value. Each of these actively managed strategies invest in US listed common stocks.

Dividend Income

We believe that the characteristics of dividend paying stocks generally lead to higher quality companies that are more focused on not only creating, but also realizing shareholder value.

Small Cap Equity

We look to take advantage of the inefficiencies and greater number of opportunities within the small cap market, which is often overlooked by many other investors.

Large Cap Value

With an objective of long-term capital appreciation, we employ our value-oriented approach focused on large-cap, quality companies.

Hybrid Active

This strategy provides broad diversification to both the equity and fixed income markets, with a balanced objective of capital appreciation and preservation. The equity allocation may range from 50% to 90% of the portfolio.

To request more information about any of these strategies click here. Additionally, our quarterly commentaries provide insight into our views on the market and strategy specifics updates.