Income and Tax Control

Unlike most managers, we utilize clearly defined sell criteria to realize profits and maintain your portfolio’s risk profile. Depending on your time horizon, tax situation, and risk tolerance, we build your portfolio with the appropriate mix of investments to mitigate market risk and provide stability and income.

On the upside, we generally sell a position when it reaches our valuation target. Conversely, a position is generally sold if there is a change in our outlook, or significant deterioration in any key performance measurement. An investment position may also be sold or reduced if a more attractive opportunity is identified.

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