A Memphis-based registered investment advisor, we apply demographic based market filters with a unique investment perspective in pursuit of superior returns.
Our investment decisions are guided by two reference points; the long-term impact of demographic changes and return on capital. We believe that being true to these two core beliefs is the best way to pursue superior returns.
Guided by our two reference points we use large-cap U.S.-centric equities to create a portfolio characterized by market level risk and low turn-over.
Clients' accounts are individually titled and hold a diverse portfolio of stocks weighted to be uniform between clients.
Pursuing Superior Returns by Investing in Demographic Trends