Ethical Investing in High-Quality Companies

We have always focused on high-quality companies, and we have the ability to customize individual portfolios with sensitivity to client-directed concerns on environmental, social and governance issues.

We can create customized portfolios that address clients’ ethical concerns.

Our fundamental research, visits with company management, and annual proxy voting procedures enable us to better assess corporate leadership that fosters:

Ownership mentality among management and board of directors, including compensation aligned with shareholder interest.

Attention to reputation and risk mitigation, with a record of healthy labor relations and workplace safety.

Environmental sustainability with continuously improving operating standards.

Balance among the interests of shareholders, customers, employees and the greater community.