Investment Products

ALL-CAP CORE

We employ contrarian thinking and a value methodology to construct a 50-60 stock portfolio, diversified by market capitalization and sector exposure.

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SMALL-CAP CORE

We employ contrarian thinking and a value methodology to construct a 30-40 stock portfolio, focused on identifying companies with less than $2 billion in market capitalization.

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Balanced

We create a customized Balanced portfolio based on your risk tolerance and liquidity needs. The portfolio contains a combination of the equity positions within our All-Cap Core strategy and Corporate, Government and Municipal bonds, depending on the tax status of your account. 

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