Our analysis of these elements forms the basis of our stock selection and leads to the determination of various sector weightings within a portfolio. Within this context, we look for stocks with attractive growth and/or value potential.
Equity allocation and stock selection is based on the result of our analysis of the above three elements as well as client objectives and tolerance for risk. However, we attempt to diversify across various industry sectors, asset classes and investment styles to avoid over weighting one particular industry or sector
We may utilize no-load mutual funds and/or Exchange Traded Funds (ETFs) to fulfill the non-correlated component of our investment strategy.