We work on our clients' behalf to:
- Provide expert money management and distinctive service
- Provide a full range of investment services
- Develop new ideas to improve investment performance
We are client-focused, offering direct access to decision makers. Our partners are fully invested in the firm's strategies.
We offer three distinct equity products, each based on the same investment process with a separate set of investment criteria. Each is managed accoding to a clearly defined, repeatable, scaleable investment process. Our excellent long-term performance is validated by industry-standard performance composites.
As a firm, we strive to play a vital role in the growth and well being of employees, family and surrounding communities through active participation in business and community activities.
Separately Managed Accounts
Core Portfolio >
The Large-Cap Core Portfolio invests primarily in the common stock of large corporations with an average market capitalization of approximately $7.5 billion, or more. This portfolio generally invests in companies with growing earnings and dividends, a high level of free cash flow available to finance growth or repurchase outstanding shares, and a strong financial structure to support future growth.
Growth Portfolio >
The Growth Portfolio invests primarily in the common stock of large to mid-sized corporations with an average market capitalization of approximately $7.5 billion, or more. This portfolio generally invests in companies that have strong growth in earnings or revenues, the potential to maintain above average growth and a reasonable valuation relative to the growth potential.
Small Cap Growth Portfolio >
The Small-Cap Portfolio invests primarily in the common stock of small companies with an average market capitalization of approximately $500 million. This portfolio generally invests in companies with strong earnings and growth, a high rate of free cash flow relative to the current stock price, improving earnings expectations, strong relative price performance, and above average analyst recommendations.
The bond portfolio primarily invests in income-producing securities issued by the U.S. Government or Agencies of the U. S. Government, such as U. S. Treasury bills, notes and bonds, or GNMA's, FNMA's and FHLB's. The portfolio generally maintains an average maturity of three to seven years, depending upon the interest rate and economic environment.