INVESTMENT PORTFOLIOS

 

U.S. Equity Income

Our U.S. Equity Income strategy consists of 30-60 dividend-paying stocks, selected from a wide range of sectors and industries. Utilizing a top-down approach, Portfolio Manager Bryant Evans focuses buy and sell decisions based on shifts in the U.S. economy, fundamental financial analysis, and overall quality of management. The strategy strives for better risk-adjusted returns than its benchmark, the Russell Midcap® Value Index. This investment strategy is available as a separate account.

It is not possible to invest directly in an index.

For more information, please contact us for a full GIPS® Disclosure Presentation or contact Bryant Evans, MBA.