Investment Management

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Is the allocation of your investment portfolio appropriate to accomplish your goals? 

Our team invests in the global economic marketplace in a disciplined manner with broad diversification that includes companies of all sizes, industries, sectors, and geographic regions. We also believe it is important to diversify the decision makers within the portfolio, which we accomplish by using multiple mutual fund families to take advantage of each fund's particular expertise.

Because there is more to successful investment research than evaluating prior performance and star ratings, our team develops relationships with portfolio managers at fund companies, investing with those who are disciplined in their long-term approach for finding and owning quality companies purchased at a reasonable price. The portfolio managers with whom we invest make decisions on a company-by-company basis rather than based solely on broad, macroeconomic factors. 



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