Wealth Management > Investment Management > Equity Strategy

Equity Strategy

The role of stocks in a diversified portfolio

We believe stocks provide significant opportunities for long term growth of investment portfolios. In the short-term however, the volatility of stocks can present significant risks to principal. Historically the stock market has experienced a complete up and down cycle approximately every five years. Therefore, we do not recommend significant exposure to equities for accounts that have a time horizon (or anticipated need for substantial principal withdrawals) of less than five years.

For long term portfolios we believe stocks provide better opportunities for growth with less risk than any other investment alternatives, including bonds, real estate, precious metals, foreign currency, and artwork.

Our equity investment performance objective is to outperform the markets over time, without exposing our clients to excessive market risk. We do this by taking a disciplined approach to investing in high quality stocks with superior long-term performance characteristics. We resist the temptation to speculate in lesser known companies, unproven startups, or trendy investment fads.

Our current Dividend Income Equity Composite Performance