Your portfolio will be individually constructed to meet your particular needs, goals, and tolerance to volatility. Stocks are allowed to grow over the long term, thus realizing the power of compounding as well as minimizing trading expenses and capital gains taxes. All stocks are very closely monitored and they are promptly sold in the event their fundamentals deteriorate.
We apply the same high standards for fixed income investments as we do for equities. High quality cash reserves and government, corporate and municipal bonds- taxable or tax-free as might be appropriate - are purchased to meet your objective for safety, liquidity and income. As in the case of equity investments, we are not market timers and we do not try to " beat the market."
Our clients portfolios are always well diversified by asset class, industry and company. Every portfolio is individually managed for tax efficiency and to maximize after-tax results.
