Balanced
Equity
Market Neutral
Micro Cap
Small Cap
Mid Cap
Fixed Income
Process
Philosophy
To grow our clients’ funds while stressing the preservation of capital.
Our Goal
To minimize downside risk without limiting upside potential.
Process Matrix
 
 


James News

Mar 16, 2008
Buy Stocks

For months we have urged caution in stock investing. Our special study in January suggested that a quick economic fix was not in the cards.

Click Here To Read This Article. (.PDF)

 

Dec 11, 2007
Economic Outlook 2008

As the U.S. consumer pulls back, exports to the U.S. will falter, slowing international growth. A recession is highly likely and it could be extended.

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