Select Equity Strategy

The Select Equity Strategy primarily invests in high-quality US large-cap stocks.

Equity Income Strategy

The Equity Income Strategy will invest up to 75% of its portfolio in high quality US large-cap stocks and up to 25% in US bonds.

Conservative Allocation Strategy

The Conservative Allocation Strategy primarily invests in US bonds and will also have up to 40% of its portfolio in high quality US large-cap stocks.

Strategic Income Strategy

The Strategic Income Strategy primarily invests in US short and intermediate-term bonds.

Short Maturity Treasury/Municipal Bond Ladders

We manage 1-5 year individual treasury bond ladders for clients seeking ultimate safety, instant liquidity and a superior return than bank deposits.  Municipal bond ladders are also available.

Strategy Advantages

ABSOLUTE RETURNS: Our strategies are dedicated to achieving attractive positive returns for our clients across a wide variety of market cycles.

PREDICTABILITY: We focus on investing in bonds and stocks that we believe will produce more consistent and predictable returns than the broader US bond and stock market indices. This includes:

– Short and intermediate term individual bonds that have less business and interest rate risk compared to similar types of bonds with lengthier maturities.

– High quality US large-cap stocks of companies that have very strong financial profiles and a long history of continuously growing their cash flow.

RIGOROUS DUE DILIGENCE: We perform extensive research and analysis on the investments that we make for clients. This includes analyzing business and industry trends, corporate financial statements and interrogating company executives.

ACTIVE MANAGEMENT: We closely monitor all investments and are proactive to make portfolio changes when necessary.

FULL TRANSPARENCY: All clients have real-time access and full transparency of their accounts and holdings at all times through Fidelity’s brokerage internet site.