Income & Growth Portfolio
Quality always wins out eventually, thus stocks & preferred shares backed by strong underlying businesses should recover from short-term price dips. Our holdings are broadly diversified over a wide range of industries, which has proven to be a reliable strategy to grow principal and provide long term stability.
Over the long haul, we see major challenges from inflation, stemming from rising materials costs, and massive cash infusions injected into the banking system. That’s why we continue to look for yield plays where the distributions rise as the underlying business grows.
The Income & Growth portfolio consists primarily of common and preferred stocks, limited partnerships, and bonds with an objective to minimize the following risks:
Investment Strategy Communicated With Transparency
Large Cap Growth
The Large Cap Growth Portfolio strategy combines a disciplined “top down” analysis with a detailed fundamental “bottom up” security selection process.
Income & Growth
The Income & Growth Portfolio strategy is based on generating income & long-term capital appreciation, holding positions for maximum gain.