High quality stocks are the foundation of our portfolio and should provide above average long-term returns.  We typically invest in companies with strong financial characteristics, market leadership position, and proven track records.  Our disciplined buy strategy avoids overpaying and enhances the possibilities for an above average long-term return.  Our strategy is to further raise our clients’ returns through selective investment in undervalued or out-of-favor stocks that offer high return opportunities over relatively shorter time periods.  Custom managed products include Large Cap Core Growth, Growth and Income, Energy and Natural Resources, High Yield and Fixed Income.

• Founded in 1996, headquartered in Houston, Texas
• Separate account management for equities and fixed income
• Extensive experience managing taxable and non-taxable accounts
• Fundamental investors with emphasis on primary research
• Total Return stragegy
• Emphasis on longer term earnings and dividend growth
• Low turnover