Equity Strategies

Equities are purchased to fund long-term goals by providing diversified, after-tax growth above the rate of inflation. Equity exposure is accomplished through the use of individual common stocks and/or exchange traded funds (ETFs). ETFs combine the diversification of mutual funds and the tradability of stocks at a very low cost.

Fixed Income Strategies

Fixed income is used to realize a relatively high level of current income, preserve capital and reduce portfolio volatility. We tailor each portfolio using investment grade corporate bonds, municipals, government agencies, and/or preferred stocks to meet the clients’ investment objectives and constraints. ETFs are also used when portfolio characteristics dictate.