Research Process


Step 1: 

Analyze global themes and secular trends as well as current macro economic conditions and outlook.


Step 2: 

Analyze sectors and industries to determine which ones should be positively impacted by major global themes and will prosper or be defensive in the forecasted economic environment.


Step 3: 

Screen and rank securities based on appropriate criteria. Perform detailed security analysis by applying extensive qualitative factors. 



Pool of high quality securities that if appropriate may be added to a client’s portfolio.

Investments, Financial Planning, Financial Advisor, Portfolio Management, Asset Management