Equity Investment Process

Your equity allocation will be predicated upon your individual financial goals, life stage,
risk tolerance and time horizon.

  • With domestic securities we seek to diversify portfolios between large, small and mid-sized companies. Within each of these segments, we allocate between both “growth” and “value” investment styles.
  • We utilize positions in international equities that provide exposure to both developed and emerging markets.
  • To reduce volatility by promoting negative correlation we include allocations to precious metals, commodities and real estate investments trusts.