We believe individual equities are an attractive vehicle to build wealth or to preserve the buying power of capital.

Equity Style

Our equity style focuses on "Middle-to-Large Capitalization Growth Companies"; those with a capitalization of $1 billion (or more) who are growing earnings using an active "bottom up" stock selection process focusing on individual companies rather than sectors of common stocks.

Growth Industries

We consistently have been concentrated in growth industries, such as technology, consumer products and services, pharmaceuticals and hospital supply, and financial services.

Long-term Growth

We are not market timers. Our annual portfolio turnover is typically 25% or less. A common theme in our equity approach is time and patience. Meaningful growth on a compounded basis does not usually occur in 1-2 years, but normally requires 3-5 years or longer.