What you can expect:

A Dedicated Team of Professionals for Each Client

Each client is assigned a team consisting of a primary portfolio manager, a supporting portfolio manager and an account officer. Clients are encouraged to consult their portfolio manager directly on investment matters and to work with their account officers on administrative issues. We are accessible to our clients and conscientious in responding to their needs.

Define Goals

Our first step in working with clients is to establish a customized investment objectives statement. This written document serves as the operating instructions for our portfolio managers and the focal point of ongoing discussions. Our aim is to define realistic investment goals, income needs, tax status, risk profile, asset allocation, performance benchmarks and socially responsible investing guidelines, if any, in a clear and concise fashion.

Construct Portfolios

Once the client has approved the written guidelines, our portfolio managers are responsible for the supervision of client accounts on a fully discretionary basis. Our clients' portfolios are widely diversified among securities and industries. Clients' accounts normally hold between thirty and sixty securities, depending upon the size of the account. We believe this approach provides an effective balance of diversification, focused security selection and transaction cost control.

Manage & Report

We meet with our clients regularly to review investment results, portfolio structure and any other issues of interest to the client. Clients receive statements on a quarterly or monthly (if preferred) basis. For those clients with an interest in Socially Responsible Investing we provide periodic reports describing the relevant non-financial aspects of each company in the portfolio. When appropriate we work closely with our clients' legal and tax advisors.