Our approach to investment management is rooted in the investment process commonly implemented by foundations, endowments, and other institutional investment funds. We are fortunate to have access to the world class resources of Raymond James and the support of a team of highly qualified investment professionals to include institutional research and due diligence, portfolio strategy, asset management, and Equity Research Analytics.
After gaining an understanding of your financial picture, we’ll discuss the most efficient and appropriate investment allocation to meet your goals. Using a combination of asset classes and styles, we build a balanced and diversified portfolio for the long term that is designed to meet your objectives through the various market and economic cycles. We pay careful attention to volatility risk and cash flows, so that you can worry less about the day-to-day volatility of the financial markets.
Our belief is that a portfolio should have a core anchored in companies that have good cash flows and a history of providing above-market dividends. In addition, the individual companies in the portfolio have demonstrated an ability to increase their dividends on a regular basis, which we view as an attractive hedge against inflation.
To facilitate balance among economic sectors and to round out a portfolio with additional diversification, we typically utilize carefully selected mutual funds and/or Exchange Traded Funds (ETF’s) to gain exposure to additional asset classes to include small and mid-cap stocks, international stocks, emerging market stocks, commodities, and fixed income.
We believe a portfolio with good cash flow characteristics that is balanced across industry sectors and asset classes has the potential to deliver consistent returns over many different market environments.