A focused portfolio of high quality companies that exhibit strong revenue growth, above-average dividends that are well covered by cash flows and reasonable valuations.
ETF's are index funds which are traded on a stock exchange like an individual security.
Our income strategy looks to generate positive income with the potential for capital gains, especially in a low interest rate and increasing inflation rate environment.
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We are an independent, private, family owned investment firm. There are no large wall street firms or banks attached to us telling us what to do. Customer service is our number one priority.