At the center or “hub” of your investment portfolio are our “Core Equities”
investments comprised of forty high-quality stocks with the following collective
characteristics relative to the Standard and Poor’s 500: higher returns on
equity, higher earnings growth rates and valuations (P/E multiples) which are
comparable to the index. These stocks are actively managed by us and are
represented by both large cap and mid-cap stocks. Beyond this investment “hub,”
we utilize various mutual funds to further broaden diversification and to take
advantage of investment expertise that we think will add value. Presently, we
have mutual fund exposure to domestic and international stocks, large cap to
small cap size classifications, and growth and value styles.
