Defensive Equity - Hedged Growth, Long/Short and Income & Value

We provide our clients with access to defensive equity strategies including hedged growth and long/short equities. These investments give our clients exposure to equity markets while being somewhat hedged against severe market downturns. These services permit our clients to enjoy less volatility than typical of traditional equity markets while attempting to achieve investment gains better than those obtained in bonds and absolute return strategies.

Our Income & Value Equity strategy is a more defensive equity strategy that features larger capitalization companies with higher dividend income (than the S&P 500 index) and appreciation potential from a solid stream of earnings growth. These companies are financially strong, have shareholder-friendly managements and each has raised its dividend at least once in the last two years (most have raised dividends for many consecutive years). This strategy is offered through individual client accounts at an independent broker-dealer which provides both liquidity and transparency. It is our belief that companies that historically pay higher dividends than the typical large company provide some mitigation from market volatility, and in the long run can provide reasonable returns from both their dividend streams and earnings growth.