Investment Management
Joe, Jeanette, Ben and Owen meet regularly to oversee the security selection and asset allocation for the money we manage. We use a proprietary process for security selection and risk management. We monitor over 3,000 stocks in 197 Industry Groups within the 11 market sectors. We use our selection process to identify companies we consider attractive for investment in the current market environment. We typically invest in individual stocks but may use ETFs or mutual funds if suitable. Our selection process utilizes data from respected independent third-party sources including MarketSmith and Morningstar. We modulate risk by assuring that no individual stock position or industry group comprises a significant proportion of one’s total portfolio.