Investment Approach

Fundamental Research + Diversification + Tax Planning

Our firm uses fundamental market research to identify and select attractively priced securities.

To reduc risk, we diversify across economic sectors and avoid taking concentrated positions.

Through active and disciplined tax planning we reduce our clients’ tax liabilities.

Individual Securities

We predominantly invest in individual securities including:

  • common stocks
  • REITs
  • master limited partnerships
  • preferred stocks
  • corporate bonds
  • government bonds
  • municipal bonds
Low Cost, Commission Free ETFs

At times, it may be more economical to use low cost, commission free, exchange traded funds (ETFs) rather than individual securities.

We have carefully selected the following funds (Schwab ETF Choices). They are broad based, liquid, and offer exposure to distinct market segments.