Performance

We have a solid and dependable long term track record that has succeeded in meeting our clients' long term equity objectives. For over thirty five years, since the firm's inception in 1974, we have outperformed our benchmark for this asset category as well as ranking ahead of most of our universe competitors.

An additional characteristic of our investment results is that our equity portfolios have done historically well in down markets. We are risk-averse investors, and have accomplished the goal of avoiding risk by making the decisions not to hold certain types of securities, or even whole sectors of the market, if they are deemed too risky.

For over 35 years our investment process has provided our clients not only with positive relative performance to the S&P Index, but has done so while protecting their portfolios in down markets.

Our goal has been to provide our clients exceptional performance while working with them to best understand their long term goals and risk parameters.