Strategy

The firm believes quality assets purchased at reasonable prices will provide consistent performance over time. Dividend paying stocks and investment grade bonds are core holdings of each portfolio. We strive to be patient and make investments when the prices of the securities we are considering reflect potential for above average returns. During times of pessimism, we are looking to make investments and during times of optimism, we are looking to take profits. Cash is considered an asset. Having cash during times of pessimism enables an investor to make investments when prices are depressed.