Institutional summary:
Founded July 2, 1990.
26 employees - 13 portfolio managers / analysts.
100% owned by investment professionals.
Never lost an investment professional to "another opportunity."
Our goals: capital preservation, appreciation, and income growth.
Unique, "high quality" dividend growth stocks for all equity mandates.
Consistent, repeatable investment process - with the same investment team - since 1990 inception.
Fundamental, "bottom-up," non closet indexing" approach.
Long term investors, with low annual turnover.
Performance usually lags during rapid economic growth or speculative environments.
Typically outperforms during bear markets and full market cycles.
GIPS-PPStm Compliant
