Creating Your Portfolio

Creating Your Portfolio

Creating Your Portfolio

Security Selection Process

Equity Selection Process

Total Available Equity Investments

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Bloomberg screening utilized to create
Equity Investment Universe

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Approximately 1,200 eligible  Equity Securities

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Quality screening, Internally developed equity model, Independent research, Qualitative business assessment and Relative Value assessment utilized to create Equity Buy List

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Equities selected from Buy List to create customized client portfolio

Fixed Income Selection Process

Total Available Fixed Income Investments

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Quality screening excludes all assets with credit rating below "A"

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Internally developed "Relative Value" Fixed Income Model seeks bonds that are competitively priced, maximizing yield.

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Economic and inflation conditions analyzed to determine optimum length of Fixed Income maturity ladder and use of callable securities

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Individual investors' tax bracket considered in order to maximize after-tax yield

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38 Resnik Road, Plymouth, MA 02360   |   508-747-6596

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Investment products provided:

  Are Not Bank Guaranteed     Are Not FDIC or DIF Insured     May Lose Value