Asset Allocation

Our strength revolves around our local team approach, our low-cost strategies, our low turnover within our portfolios, our solid performance, our focus on Dividend Growth Equities, our concern for market risk and our strong fiduciary perspective.

We complement this core portfolio with a combination of small and mid-cap equity funds, along with equity funds from emerging and developed international markets to gain exposure to selected asset classes and markets over time. Take advantage of our asset management expertise to your benefit.

Additionally, we utilize an Alternative Fund of Funds approach to mitigate risk and take advantage of mis-pricing in various market sectors. Collectively, we seek to provide positive alpha, minimize risk, and decrease volatility in our overall portfolios through their inclusion.