Our value-based security selection process favors individual stocks of established companies with large and growing amounts of free cash flow, attractive returns on invested capital and growing payouts.  Most portfolios are a balanced mix of stocks and bonds.


Portfolio managers use a variety of conservative options strategies to control risk and/or increase cash flow in certain accounts, where appropriate. Our ETF Option Strategy, (EOS) for example, uses the sale of weekly or monthly options on ETFs to generate income and provide some limited downside protection. In some cases, portfolio managers purchase protective puts and in others write longer-term calls against high-yield securities to further enhance those yields while providing some limited downside protection. Portfolio managers also write covered call options and sales of cash-secured puts on individual equities and ETFs.


In all cases, we strive to bring professional, customized portfolio management to each client and clearly communicate our strategies and expected results before, during and after implementation.