In-House Asset Management
We work with our clients to develop a customized portfolio based on their personal needs and risk profile. The equity portion of a client’s portfolio is centered around our Focused Growth Strategy. The Focused Growth Strategy is comprised of a basket of high-quality companies with stable competitive advantages and superior long-term growth outlooks. For clients desiring equity exposure in areas not provided by our Focused Growth Strategy, we will augment the remainder of the equity allocation with selected low-cost ETFs. For clients desiring a fixed income allocation, we directly purchase high quality corporate bonds, treasuries, or municipal bonds.