Each account is individually, and automatically managed, with daily monitoring and rebalancing, based on a person's investment profile, with a collection of individually-selected stocks and bonds designed with a goal to maximize returns and minimize risks.
We follow a Graham-Dodd, bottoms-up, value-based approach to investing, in search of high relative intrinsic value providing a level of growth without sacrificing safety. We focus on companies that make and sell things today, not in hope for tomorrow. The stocks and bonds chosen have been selected for characteristics that should withstand the vagaries of the markets over time, and provide attractive portfolio growth.
Portfolios are managed over time, with investment positions automatically rebalanced based on our economic outlook and changes in growth prospects of the investments you own, as well as your changing investment profile, whether it be age, or personal need.