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)