Investment Philosophy

The firm manages equity, fixed income, and balanced accounts. The entire management process is centered on each client and their risk and return profile. We seek to limit macro-economic forecasts; instead we focus on growing your dividend income. Our belief is that we have more control over dividend growth, and if our focus is on growing your dividend income, it will help you remain invested through market declines. The companies that are consistent dividend growers tend to be more blue chip America type investments.

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