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Fundamental & Technical

Our Growth Stock Strategy adheres to both a fundamental and technical approach to investing. We screen individual companies for fundamental strength, especially in the areas of sales growth and earnings per share (EPS) growth over the past three years. We then select companies based on those fundamentals to watch for technical breakouts. When stock of a company breaks out of it's chart pattern, we buy stock in the company for our clients. 


For our more conservative clients, we screen mutual funds and fixed income securities to find investments that are  custom designed to meet your risk tolerance, income needs, time horizons and overall objectives. Portfolios are typically managed with a blend of both income- and growth-oriented investments, and each client’s portfolio is tailored specifically to their goals, circumstances, objectives and risk tolerance.