Process

Investment Beliefs

Back to Top
  • We believe in providing a climate for success that considers opportunities and inefficiencies in the markets as well as your specific goals.
  • We believe in an intrinsic relationship between investment risk and return; controllable risk is a necessary component of active management.
  • We believe that well-designed investment programs and diversified investment portfolios offer the best opportunities for delivering consistent returns within given parameters.
  • We believe that a strong relationship between the client and our experienced professionals offers the best probability for superior investment results.

Fixed Income Investment Management

Back to Top

An Insightful, Disciplined Approach

In managing fixed income securities, we adhere to a disciplined process based on your needs and a thorough analysis of market and macro-economic trends.

  • Through face-to-face interaction with our clients, we determine income needs and aversion to risk.
  • Our objective in managing fixed income investments is to generate solid, reliable income flow, while minimizing credit risk and interest rate risk.
  • Through our credit review process, we focus on investment grade securities. We monitor and control credit risk as a cornerstone of the research process.
  • We control interest rate risk by laddering our fixed income securities across a number of different maturities to insure that your portfolio weathers any interest rate environment.
  • We buy fixed income securities that are larger in scale so that there is liquidity should we need to sell.
  • We manage fixed income securities to meet any need, whether it is to maximize income or minimize taxes using both taxable and tax-free securities.

By using a reliable and disciplined process, we can consistently deliver superior investment returns in all types of market environments

Equity Investment Management

Back to Top

A Proven Investment Discipline

What is our thought process when we build a stock portfolio?

  • Diversification by owning companies that provide representation across all of the principle sectors of the economy: Consumer Discretionary, Consumer Staples, Energy, Financials, Health Care, Industrials, Information Technology, Materials, Telecommunication Services, and Utilities.
  • Conducting a “top down” analysis to determine which sectors are best positioned to take advantage of economic or market trends. This analysis guides us in determining which sectors to overweight or underweight versus the market.
  • Performing a “bottom up” analysis in which we look to buy the best opportunities within a sector by individually selecting stocks. This includes reviewing fundamental research on individual companies.
  • Unique asset allocation strategies tailored to your investment goals.

Through resource partnerships, we have access to economic, strategic and fundamental research allowing market-leader strength with the flexibility of local control and client focus. Many firms choose between a “top down” or “bottom up” analysis. Our disciplined process of a combined approach is key to predictable outcomes and outperforming our benchmarks on a consistent basis. This provides our clients long-term value added results.

We follow a tightly-focused, highly-defined approach to investing:

  • Diversification through sector market allocation
  • Large cap / medium cap orientation
  • Long-term consistency in management style
  • Proven value-added issue selection offers return advantage
  • Substantial resources of Northern Trust Global Investments
  • Local portfolio construction to suit your objectives
Contact Client Login Back to Home