Quality at a Reasonable Price (QARP)

Our new strategy is a more diversified equity offering.  Characteristics of the strategy include the following:

– Only purchase the highest quality companies within each sector, which results in a portfolio with less volatility relative to the broader benchmark.

-40-45 holdings researched in our deep dive analytical approach, held for an average period of 5 years.

– Sector representation similar to the benchmarks, picking the best companies within the most favorable industries.

– Companies have market capitalizations generally above $3 billion.

We welcome you to contact us to discuss how our unique and proprietary approach to investment management can benefit your portfolio.