- Investment strategies based on our research.
- Portfolio comprised, primarily but not exclusively, of larger companies (NYSE and NASDAQ-listed) with broad stock capitalization and the potential for capital appreciation in the intermediate to long-term.
- Personal supervision of each investment position in the portfolio.
- We do not engage in risky strategies such as trading, short-selling, buying on margin, or speculating in derivatives.
- Personal supervision of each investment position in the portfolio.
- An individual securities brokerage account featuring:
- Investment of cash balances at prevailing day-to-day money market rates
- Confirmation for each transaction
- Monthly statements containing market valuations of all portfolio holdings
- A schedule of estimated gains and losses with supporting information and data furnished twice a year to each advisory client – in September for tax-planning and the following January for tax-return filing
- Taxable accounts are managed to achieve the maximum tax savings possible (“tax-efficiency”)