Our equity investment philosophy is to build portfolios using predominately larger capitalization, high quality stocks with the prospect of above average long-term growth and price/earnings multiples at or below the general market. This is typically referred to as value investing. Our objective is to achieve relatively consistent total rates of return which reflect the needs of the clients, and a dedication to preservation and sustained growth of capital. We look to build portfolios from industry leaders with good historical records, above-average consistency of earnings and dividend growth.
Fixed income allocations are based largely on client risk tolerances and income needs within the entire portfolio. As with equities, Chelsea favors higher-quality credits from established entities.
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