Investment Style



We combine tenets of both value investing and growth investing when selecting individual companies for our clients’ portfolios.

We focus on companies that are in growth industries, have proven management track records, have consistently displayed earnings growth and are underpriced by the market relative to their  long-term fundamentals.

Our preference is for companies that have a strong history of paying dividends, growing dividend, and maintaining a reasonable dividend payout ratio.


Fixed Income

We are defensive fixed-income investors with a focus on income generation vs. capital appreciation and as such we primarily focus on short to intermediate term Government issues and highly rated corporate issues.