Equities 2019-07-18T18:13:45-07:00



  • In most instances, an allocation to equities is paramount for maintaining not only the purchasing power of your wealth, but also growing the value of your portfolio over time. We design equity portfolios around the principal of total return, which incorporates both price appreciation and income received from your investments.

Fundamentals come first

  • We strive to own a well-diversified portfolio of fundamentally strong businesses that have above-average growth prospects and attractive valuations. Our focus on quality franchises leads us to own companies with long-term sustainable competitive advantages, a management team that has demonstrated a track record of excellence, a strong market position relative to competitors and sound financials.
  • Quality companies exhibit more consistent earnings and cash flows than their peers, allowing for lower borrowing costs and cleaner balance sheets.

Tax conscious

  • Owning companies with durable competitive advantages reduces turnover in our portfolios, increases after-tax returns and better compounds wealth over time.

The client perspective: Investments

Investment Brochure

We’ve developed a Wealth Management Framework to analyze, evaluate and enhance your total wealth management picture.