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.
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.
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.