Equity Disciplines
Our equity disciplines include Core Equity for those seeking well-diversified portfolios invested across the range of market capitalizations, Large Cap Core Equity for those seeking portfolios concentrated in large-capitalization, and Small/Mid Cap Core Equity for those seeking a more aggressive approach. Each discipline is available in specialized Tax-Sensitive and Tax-Exempt formats.
Across equity disciplines, the stock selection process is based on our long-standing growth-at-a-reasonable price methodology. Our goal is to invest in stocks with superior earning growth prospects, but that are available at a reasonable price. Throughout, our stock selection process emphasizes companies making a positive contribution to society and of course, each portfolio is carefully tailored to reflect the clien’ts specific social concerns.
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