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Methodology

Investment Process

Investment Process

Our investment process is a blend of macroeconomic analysis and fundamental, value oriented research of individual securities.

Security Selection

Security Selection

Our selection of equity securities covers a broad spectrum in terms of market capitalization, growth characteristics, industry sectors and dividend returns. The fixed income asset category is managed utilizing the entire universe of marketable, investment grade fixed income securities including preferred stocks.

Custody & Fees

Custody & Fees

Offering fee only investment advice since 1983.