Investing with Equities
Within the equity investment universe, some believe that a professionally managed portfolio cannot beat something as basic as an equity index fund over the long haul. We believe that the key in attempting to beat the averages lies in employing a time-tested strategy based on a proper analysis of well known investment criteria, while removing human emotion from the stock selection process.
Our model represents growth and value investing in large cap U.S. blue chip companies. Our model has an auditable, 10+ year track record which has averaged about 3% per year over both the S&P500 and the DJIA. Performance is net performance, considering all commissions and fees, as well as all interest and dividends obtained, in the model account. There is no guarantee that future predictions of common stock performance will be accurate.
We also offer full asset management services to our clients. In addition to the Geneva model, we typically include small cap, international, bonds, etc.. This results in a fully diversified mixture of investments designed specifically to meet client needs and risk tolerance. Please visit our Asset Management section for further details.