Equity Investment Approach 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. MORE . . . Stock Characteristics 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. MORE . . . Fixed Income Investment Approach 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. MORE . . . Investment Performance For historical investment performance, please call Van Liew Trust Company 1-800-300-1116
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 subject to both fundamental and technical analysis.