How we narrow down where to invest client assets

Expert guidance for your investment journey, tailored to meet your financial goals and aspirations.

Level II

Applies another screen to narrow the universe by using fundamental criteria such as growth and valuation measures and selects 50 companies with the best combined results.

Level I

Screens a universe of over 9000 domestic and foreign stocks to identify an investable group of companies.

Level III

The top 50 companies are individually vetted as possible candidates for the portfolio