Our equity strategies

We strive to invest directly in securities for our clients, offering diligent quality control, improved tax efficiency and a transparent fee structure. This helps avoid many hidden fees associated with the use of mutual funds, ETFs, model portfolios and other packaged products.

Helping clients stick with quality long-term investments during troubled times and avoid speculative investments during frothy times is key to our value proposition. Many people chase whatever has worked well recently without understanding the underlying value drivers. As a result, they may get into an investment too late, missing the main move. In effect, people often “buy high and sell low.” Our discipline focuses on sticking with great companies for the long-term and adding to positions when we feel they are available at an attractive price.

Just as we seek to invest in companies that have a strong capital position, we may recommend clients keep a cash and fixed income reserve during prosperous times. This allows them to survive a downturn without being forced to sell at “fire sale” prices while being able to take advantage of the opportunity and buy great businesses at a bargain.

Blue Chip Focus

Focused on great companies with outstanding long-term total return potential.

Equity Income

Focused on great companies that pay an above-average dividend and offer the likelihood of long-term dividend growth.

Small Cap Focus

Focused on smaller companies with sizable growth opportunities, large profit potential, and a high likelihood of becoming a business of enduring value.

BLUE-CHIP FOCUS EQUITY INCOME SMALL-CAP FOCUS

Any opinions are those of the Investment Manager(s) and their team and not necessarily those of Raymond James. Opinions are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security outside of a managed account. This should not be considered forward looking, and does not guarantee the future performance of any investment.

All investments are subject to risk, including loss. There is no assurance that any investment strategy will be successful. Asset allocation and diversification does not ensure a profit or protect against a loss. It is important to review the investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager.

By working with us and following our plan, we believe your financial goals are ultimately achievable.
Donna Colucci, CFP®, Financial Advisor