Consequently, each of our clients' investments tends to represent three to five percent of the overall portfolio value and fully invested portfolios tend to hold 25-35 individual investments.


We believe a diversified portfolio is crucial for long-term investment success.


As a result our typical holding period is from 1 to 2 years, which provides modest portfolio turnover.


so we have the confidence of our convictions: when investment prices decrease we often see a buy sign rather than a sell signal.


on complimentary investment vehicles. Preferred stocks and high-yield bonds are often misunderstood and can be passed over by traditional equity or fixed-income investors because the opportunities they represent are difficult to identify or explain.