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PHONE : (610) 971-0202 FAX : (610) 971-0683 |
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Equity Management The Company pursues a multi-disciplined (value and growth), low-turnover, tax-sensitive, long-term investment strategy, tailored to the unique circumstances of each client. We invest in a diversified mix of well-managed companies that we believe are trading in a price range which offers both a fair value and significant long-term price appreciation potential. In addition, the firm invests in a limited number of no-load mutual funds and Exchange Traded Funds. Fixed Income Management The Company invests primarily in a mix of high-quality, investment-grade debt. State specific municipal bond portfolios are offered, as are diversified taxable government, agency and corporate bond portfolios. The composition of fixed income portfolios is dictated by client income needs, goals, objectives and by prevailing economic and market conditions. |
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