“We are what we repeatedly do. Excellence, then, is not an act, but a habit.” – Aristotle
Our Process
We seek to optimize long-term returns with a focus on mitigating risk.
Investment ideas are generated by our six person research team. Members are assigned coverage by sector, with key individuals also serving as Lead Strategist for specific equity strategies. As analysts, team members intensively research potential investment candidates’ qualitative and quantitative characteristics. These attributes are discussed in-depth by the team during our frequent investment meetings and informal discussions.
The Lead Strategists for each equity strategy have ultimate discretion to the overall structure of the portfolio. Their decisions are based on the recommendations of the analysts in addition to consideration of the entire portfolio’s holdings.
Our Private Client Group portfolio managers (Mr. Reed, Mr. Conner & Mr. Birdwell) leverage this process for the equity portion of their client’s balanced accounts; while addressing the unique fixed income needs as outlined by their investment strategy objectives.
