Equity

Our equity capabilities focus on large-capitalization, income-oriented strategies. Please contact us for further information.


Conservative growth

The objective of our Conservative Growth strategy is to create a portfolio with a below-market price/earnings ratio and above-market dividend income. We focus on investing in solid companies with consistent earnings growth and strong management teams. Our investment decisions are based on long-term projections of economic growth and earnings cycles.

CONSERVATIVE GROWTH PROFILE

Dividend Performers

The objective of our Dividend Performers strategy is to provide a growing level of income which exceeds the average yield on the Russell 1000 with less volatility. We focus on investing in dividend-paying common stocks with projected long-term dividend growth.  

DIVIDEND PERFORMERS PROFILE