Minimum Account Requirement - >$100,000
Growth Strategy
Primary Objective: Risk adjusted long term appreciation of capital. We invest the majority of the portfolio in equities that meet our high standards for value and momentum.
Growth & Income Strategy
Primary Objective: Risk adjusted long term appreciation of capital. Our investment focus is on equities that meet our high standards for value and momentum and fixed income instruments that we believe are both timely and reasonably priced.
Retirement Income Strategy
Primary Objective: Generate high current monthly income and growth of income from a broadly diversified portfolio of securities. Our selection focus is on investments with an ability to increase dividends and distributions paid to our clients over time.
Income Strategy (tax free and taxable)
Primary Objective: Produce an ongoing income stream from dependable debt and equity securities. The emphasis is on providing a reasonable level of current income. Investors should be willing to assume the risk inherent in changing interest rates and reasonable market fluctuation in order to achieve current yield requirements.
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