Our theme-based investment philosophy for managing growth equity portfolios emphasizes the importance of investing for the long-term. This approach is primarily utilized for taxable accounts since the focus is on lowering the impact of taxes on investments. There are few financial investments that have demonstrated the ability to produce solid after-tax growth in assets. We believe that a diversified portfolio of growth stocks can be managed to produce both tax-advantaged cash flow and long-term growth. Tax considerations do not replace wise investment decisions, but we believe that taxes should be part of the analysis and should influence how client assets are managed.
As independent investment advisors, we can objectively choose from thousands of individual securities based solely on merit. Our size permits us to move into and out of smaller, more exciting companies without the liquidity limitations faced by major mutual funds or large institutional portfolio managers.
Annual Advisory Fees are 1% on all assets under management. For clients with more than $2 million, fees are negotiable.