Expense Minimization

Turnover

We make a strong attempt at minimizing investment turnover within our portfolios to minimize the transaction charge expenses to our clients. Historically, our investment turnover has been considerably lower than the industry average.

In-House Management

In our customized separately managed accounts, we minimize fees to our clients by managing either a portion or all of their money in-house. Individual circumstances may warrant the use of a third-party manager(s) if the firm feels it essential to achieving the proper risk/reward characteristics for the individual's portfolio.

Minimization of investment expense results in an increase in investment returns.