Strategic Advantage Strategy: The Strategic Advantage Strategy is an actively managed equity portfolio custom tailored to suit the needs of investors looking to gain broad-capitalization exposure to the bank and thrift sector.  The portfolio invests in financial services companies that are fundamentally sound, have attractive dividend yields and provide participation in industry consolidation. 

Classic/Classic Plus Strategy: A balanced approach designed for more moderate risk tolerant investors who seek long term capital appreciation.  We employ a value-based approach in the selection of equities which populate the portfolio, and favor those which are solid companies with attractive dividend yields.  Our fixed income approach seeks out more stable and tax advantaged vehicles such as municipals and government municipals as well as investment grade corporate securities.

GARP (Growth At Reasonable Price) Strategy: The GARP strategy is a combination of both value and growth investing: we look for companies that are somewhat undervalued and have solid sustainable growth potential. The criteria which we look for in a company fall right in between those sought by the value and growth investors. In this strategy we are concerned with the growth prospects of a company.

Email us if you are interested in learning more about our investment strategies or call us at 302-227-7607.