Classic Plus Strategy:

A balanced approach designed for more moderate risk tolerant investors who seek long term capital appreciation and growth as well as balance of fixed income cash flows. We employ a value-and growth at a reasonable price based approach in the selection of equities which populate the portfolio. This strategy includes the use of ETFs for sector, country and/or market exposure. 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 falls right in between those sought by the value investors, and those sought by the growth investors. In this strategy we are concerned with the growth prospects of a company.

Income Advantage SMA:

This strategy invests in a variety of fixed income securities in order to maximize income. Investments will include, but not be limited to, municipal bonds (general obligation bonds as well as revenue bonds), preferreds, corporate bonds, mortgages, certificates of deposit, convertible bonds, and hybrids. The primary forms of risk that exist for municipal investors are: income, inflation, and default risk. This investment style requires an understanding that funds are invested in fixed income securities that may have more or less liquidity. Withdrawing funds from this account can be done at any time. Clients, however are advised there is no guarantee of performance or price and liquidations will be based on market prices at the time.

Specialized Strategies:

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.

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