Large Cap Growth Equity |
Seeks to provide long-term capital appreciation by investing in high-quality large-cap U.S. equities.
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Small Cap Growth Equity |
Seeks to provide long-term capital appreciation by investing in high-quality small-cap U.S. equities.
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Equity Income |
Seeks to provide a combination of income and capital appreciation by investing in high-quality U.S. equities that pay dividends.
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Click here for General Disclosures & Composite Performance Summary
Core
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Seeks to maximize risk-adjusted return investing in treasuries, government agencies, corporate bonds, & taxable municipal bonds, with a bias toward corporate & taxable municipal bonds.
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Tax-Exempt
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Seeks to maximize risk-adjusted after-tax return. We own debt that is backed by an easily understood revenue stream, with a bias against issuers with large pension obligations.
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High Yield
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Seeks to maximize risk-adjusted return focusing on smaller issuers and special situations. Our bias is for BB rated credits.
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Factsheet
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Click here for General Disclosures & Composite Performance Summary
As your financial partner, our mission is to provide you the information you need to make the choices that matter most in your life.
A Strategic Update, With Stocks Near All-Time High And Crises Unfolding
Stock prices, as measured by the Standard & Poor’s 500 index, closed a fraction lower than their all-time-record high of January 3, 2022, and are not cheap by historical price/earnings valuations.