The original basis for the Company's investment business, the Enterprise Program is designed to capitalize on the fact that growth equities are the securities of choice for long-term capital appreciation. 

The basis for stock selection within the Enterprise Program is the Firm's theme-investing framework in which we analyze the overall economy and financial markets to determine where the best opportunities for growth reside. This theme approach allows us to concentrate our efforts in those areas that have the greatest opportunities without the limitations that are traditionally associated with industry diversification. 

Once appropriate themes have been identified, the Company principals employ a customized stock selection protocol that incorporates both fundamental information on companies and technical factor analysis of individual stocks to construct an approved list from which individual portfolios are developed and managed.

The Firm's 10-year track record is exceptional when compared with peer mutual fund entities. Our consistent performance with low risk attributes will also provide the basis for attracting clients seeking these characteristics.  

The majority of the firm is female-owned that allows us to participate in emerging manager searches. Currently, our growth equity composite (Enterprise Program) is tracked by eVestment Alliance, Plan Sponsor Network, Checkfree(Mobius) and Wilshire Odyssey. 

Please feel free to contact us for more information.