Overview

Boutique money manager since 1991 offering two separately managed accounts: (1) EVP, a blue-chip portfolio, (2) All-Cap Portfolio, a multi-cap portfolio. Ending 6/30/2022, EVP has returned 10.1% net/annualized since 1/1/1991 versus 10.3% for the S&P 500. All-Cap Portfolio has returned 10.5% net/annualized since 1/1/1996 versus 9.1% for the S&P 500. Returns include reinvested dividends and capital gains and are net of fees and commissions. Past performance does not guarantee future returns.

Equity Investment philosophy is centered around buying out of favor, high dividend paying stocks that have the potential to further grow their dividends.

I am looking to purchase a fee only practice, or merge with one.

Market
Advisor/RIA
Last Activity
within 2 months

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