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| Background
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| · |
Independent
registered investment advisory firm established in 1996.
|
| · |
Dedicated
exclusively to investment management.
|
| · |
Assets
under management exceed $950 million.
|
| Staff
|
| · |
Team
of ten experienced portfolio
managers/analysts. |
| · |
Experienced
securities trading and administrative technicians. |
| · |
Over
150 years of combined investment experience. |
| · |
Six
Chartered Financial Analysts (CFA); Two Certified Public Accountants
(CPA). |
| Equity
Style
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| · |
Consistent
growth companies at a reasonable price.
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| · |
High
quality firms with strong balance sheets.
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| · |
Large,
mid-sized, and smaller capitalization stocks. |
| · |
Well-diversified
portfolios. |
| · |
Low
portfolio turnover.
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| Research
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| · |
Internal,
proprietary research involving company visits.
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| · |
Dividend
discount valuation model.
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| · |
Wall
Street research.
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| · |
Various
electronic databases.
|
| Service
|
| · |
Limited
number of investment relationships per manager.
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| · |
Each
relationship has a primary and backup portfolio manager.
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| · |
Each
client receives quarterly reports of account activity and portfolio positions.
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| · |
Flexible
portfolio management responsive to client needs and objectives.
|
| Clients
|
| · |
High net
worth individuals.
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| · |
Employee
benefit and retirement plans.
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| · |
Endowments,
foundations and corporate accounts.
|
| Miscellaneous
|
| · |
Professional
liability insurance and ERISA bonding.
|
| · |
Personalized
service.
|
| · |
Reasonable
fees.
|
