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About Us

A FIRM DEDICATED TO MANAGING STOCK PORTFOLIOS

  • Comprehensive, expert stock portfolio management
  • Highly focused and disciplined firm
  • Well defined risk management techniques
  • Investing only in companies listed on the New York Stock Exchange
  • Researched companies are in the primary sectors of the US economy
  • Combined traditional fundamental and technical research with the added value of proprietary tape analysis
  • State of the art client reporting systems
  • Accounts are segregated and held in client name
  • Performance is evaluated using AIMR standards
  • Accessibility to senior portfolio managers
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