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Our Investment Philosophy and Process

Our value investment philosophy provides investors with the peace of mind that comes with low volatility in a portfolio that can still benefit from market growth. Using fundamental analysis, we determine what quality companies to buy and we never want to pay too much to own them.

Our primary investment objective is to earn consistent, above-average returns for our clients while assuming below-average risk and volatility.


Equities

Our Approach to Equities

Bonds

Our Approach to Bonds