U.S. Equities2020-04-21T15:18:53+00:00

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U.S. Equities

Dividend Portfolio

The Dividend strategy seeks to provide investors with a desirable mix of income and total return through stock dividends and capital appreciation of equity holdings. The strategy targets stocks believed to be undervalued by fundamental measures. Strong future appreciation potential is emphasized along with current income. Our total return target and benchmark remain the S&P 500 even though performance is like to differ from the index, because of the different nature and return characteristics of stocks that pay higher dividends.

Growth Portfolio

The Growth strategy seeks to achieve capital appreciation by investing in common stocks of various sized companies we believe will experience accelerated earnings, strong revenue growth, and robust share price appreciation. We analyze economic margin, company valuations, industry economic margin trends, management actions, and pricing momentum. Additionally, seek companies that demonstrate persistent growth relative to their peers and industry. In analyzing potential investments we pay particular attention to current valuations versus expected cash flow to minimize the likelihood of overpaying for future performance.

U.S. Core Portfolio

The U.S. Core strategy seeks to provide exposure to both value and growth-oriented positions by hand-selecting individual stocks found in our Dividend and Growth Portfolios and combining them into one portfolio. This strategy serves as a foundational piece to a client’s portfolio.

U.S. Market ETF Portfolio

This strategy seeks to provide investors with attractive returns for a given level of volatility by investing in various sectors expected to provide strong long-term performance and reduced cross correlation. Diversification is targeted by style, size of companies, industry and other characteristics according to perceived opportunities.

U.S. Dividend ETF Portfolio

This portfolio seeks to provide investors with a desirable mix of income and total return through stock dividends and capital appreciation of equity holdings. The portfolio is allocated to market sectors we believe will provide strong long-term performance and reduced cross-correlation. The strategy also incorporates other sectors in an attempt to further support the objectives of increasing portfolio income and returns, while reducing volatility.

U.S. Growth ETF Portfolio

The US Growth ETF strategy seeks to provide investors with capital appreciation of equity holdings through investing in market sectors expected to provide strong long-term performance and reduced cross-correlation. Diversification is targeted by style, size of companies, industry, and other characteristics according to perceived opportunities.