Individual Stock Portfolios
Blue Chip Growth
Our Blue Chip Growth Portfolio selects large capitalization stocks with above average long-term and short-term earnings growth and stock trends. The goal of the strategy is to provide long-term capital growth in a tax-efficient manner.
Blue Chip Value
Our Blue Chip Value Portfolio selects large capitalization stocks with above average dividend yields and projected dividend growth rates. This portfolio seeks to provide a perpetually increasing dividend stream while providing broad based equity exposure. The current environment of record low interest rates and favorable tax treatment for dividends makes this portfolio particularly attractive to income-oriented investors.
Blue Chip Core
Our Blue Chip Core Portfolio is an equal blend of the Blue Chip Growth and Blue Chip Value Portfolios. The portfolio is designed to capture the best of both investment styles, regardless of which one Wall Street is currently favoring.