In addition to portfolio management disciplines, investment success depends greatly upon the quality of available research and resulting investment decisions. Over the years, we have selected a wide variety of sources for information and expertise which contribute to the formation of our investment decisions.  Highly regarded institutional research that supports our research and portfolio management process include the following.

The Bank Credit Analyst


Value Line Investment Survey

Ned Davis Research

Goldman Sachs Research

J.P. Morgan Research

Schwab Institutional

The Wall Street Journal


Capital IQ

Telemet Orion