Blue Chip Growth

Our Blue Chip Growth Portfolio selects large-capitalization stocks with above average long-term and short-term earnings growth and stock trends. The goal of the strategy is to provide long-term capital growth in a tax-efficient manner.

Blue Chip Value

Our Blue Chip Value Portfolio selects large-capitalization stocks with above average dividend yields and projected dividend growth rates. This portfolio seeks to provide an ever-increasing dividend stream while also providing participation in the long-term growth of equities. The recent tax law changes have made dividend income much more tax-efficient than bond income for investors looking to generate income from a portfolio.

Blue Chip Core

Our Blue Chip Core Portfolio is an equal blend of the Blue Chip Growth and Blue Chip Value Portfolios. The portfolio is designed to capture the best of both investment styles, regardless of which one Wall Street is currently favoring.