If there’s one word that sums up our investment philosophy, it is this: balance. Yes, the basic objective of our investment management is to exceed client objectives. We are not, however, comfortable incurring unnecessary risk in an overzealous pursuit of this goal. More specifically, our balance-based principles of investment are: to add value in the management of each asset category & to add value and lessen volatility in asset mix management

To manage portfolios within the long-term risk/reward profile of each client
 
The phrase beneath our logo – Look Forward™ – these are not empty words - for we believe superior equity investing is, over time, the largest potential source of “added value” to a fund. Our equity management focuses on security selection to add most of the value. Companies with stable earnings growth, strong management teams and sound balance sheets are emphasized.
 
In other words, we look forward in our investment planning, so that you can look forward to good results.
 
Fixed income management emphasizes income generation, since stocks usually have a lower yield. Through moderate term to maturity and sector adjustments, bond portfolios are managed with an objective of outperforming selected benchmark indices while maintaining a low risk profile.