Investment Philosophy
Asset Classes
We perform ongoing research in the following asset classes:
- U.S. large company stocks
- U.S. large company value stocks
- U.S. large company growth stocks
- U.S. small company stocks
- U.S. small company value stocks
- U.S. small company growth stocks
- U.S. micro-cap stocks
- Foreign large company stocks
- Foreign small company stocks
- Emerging market stocks
- Commodities and precious metals
- U.S. High Quality Short-Intermediate Term Bonds
- Municipal Short and Intermediate Term Bonds
- U.S. High Yield Bonds
- Corporate Investment Grade Bonds
- Foreign Bonds
- Real Estate Investment Trusts (REITs)