Our typical account is a global equity portfolio. Each client’s portfolio is actively managed and takes into account client needs including allocation guidelines, fund contributions and withdrawals, and tax status.

Our Portfolio Managers serve all client portfolios while focusing on specific asset classes and sectors. Positions are monitored on a daily basis for each account by the investment team.

Our Portfolio Managers conduct their own research utilizing industry research, meetings with analysts, personal contacts, international brokers, the Internet, and travel. Portfolio analysts monitor ongoing activity and financials of investing companies.

Managers and other members of the firm meet weekly in an open, collaborative environment to make asset allocation decisions and to monitor implementation of strategy. Differences of opinion are encouraged in the spirit of capturing a better resolution of complex issues. However, each Portfolio Manager has final responsibility for his or her own security selections and transaction decisions.