Stock Portfolio

When we build a stock portfolio for clients using individual stocks and not mutual funds, we primarily invest in “large-cap” stocks.

We focus on companies which offer attractive growth potential relative to their peers. Our standards for these companies include strong balance sheets, leading market positions and pricing power in their industries.

We emphasize an owner’s perspective of investing for the long-term, keeping turnover and trading costs low.

Broad diversification is always present in our portfolios, whether they are comprised of individual stocks or mutual funds or a combination of the two.