Investment Strategies
Investment Options to Suit All Clients
We offer both active and passive strategies as well as several overlay options. Our active investment strategies are conservative in nature and are designed to provide current income, moderate capital appreciation, and protect principal against inflation and adverse market events. We look for high quality companies with strong management and a consistent dividend track record that are considered undervalued by the market. Some strategies use options to reduce portfolio risk and increase current income.
Balanced Strategy
A blend of capital appreciation and current income from a mix of undervalued, dividend-growing stocks and investment-grade bonds.
Covered Call Strategy
Long-term capital appreciation and steady current income from large-cap value stocks with covered call positions on every holding.