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The closely
monitored process is a combination of Top
Down, the analysis of macro economic
factors, and Bottom Up,
the picking of stocks and bonds that are subject to both fundamental
and technical analysis. |
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| Equity Investment Approach |
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is based primarily on growth and valuation and the flexibility to adapt to changing market environments as determined by investor psychology and the economic cycle. read more...
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| Stock Characteristics |
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We search for superior companies with strong fundamental characteristics. A company's products and industry are analyzed along with its growth profile, operations, financials, management, and financial ratios. read more...
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| Fixed Income Investment Approach |
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is based upon the concept that a properly diversified bond portfolio is key to limiting a client's overall risk exposure, generating a predictable income stream and preserving capital. read more...
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| Investment Performance |
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For historical investment performance, please call Van Liew Trust Company 1-800-300-1116
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For questions or comments, send e-mail to info@vanliewtrust.com
This and all pages copyright protected - ©2010 Van Liew Trust Company
All rights reserved
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