Stocks

STOCKS

We prefer to work with select investment advisory firms with institutional clout and sophisticated analytic methodologies for selecting and repositioning stocks in a portfolio. Stocks are assets that require a great deal of attention. Aligning with an institutional money manager gives us, and our clients, confidence that their portfolio is being actively managed day-to-day, and stocks are bought and sold according to a stated strategy which is empirically based and does not involve human emotion.  Historically, these types of money managers have far outperformed their peers and benchmarks such as the S&P 500, the Russell 2000 and the Dow Jones Industrial Average.