Core Equity
Our Core Equity strategy predominately invests in US large-cap individual stocks, with selective exposure to smaller-cap and foreign ADR positions. The strategy is focused on investing in companies with enduring themes and quality, particularly free cash flow generation and competitive advantages.
Rising Dividend
At the core of our Rising Dividend strategy are the time tested results realized from investing in companies that have consistently raised their dividends. The individual stock strategy generally focuses on large global companies with improving margins, low leverage, high dividend payout ratios, and the ability to consistently accelerate their dividend payments over time.
Global Equity
Our Global Equity strategy takes both a strategic and tactical asset allocation approach to construct a portfolio of pooled vehicles across a wide range of equity style, size and geographic region. Our Investment Committee of Portfolio Managers performs ongoing analysis and due diligence to ensure the funds we utilize continue to meet our own rigorous criteria.
Fixed Income
Our Fixed Income Strategies are designed to meet the income and capital preservation needs of our clients. These actively managed portfolios typically consist of investment grade debt with short to intermediate maturities, combined with the ability to focus on taxable and tax-exempt securities.
