Custom Equity Portfolios

Our Investment Philosophy

We tune out the media and market noise by selectively investing in all-weather, market-leading companies. By remaining patient and disciplined throughout business, economic and political cycles, we greatly improve our clients’ ability to realize their financial dreams.

Investment Committee: Aaron Ritsema, Chris Walker, Daniel VanTimmeren, John Koczara, Todd Fridline

Our Strategies

Core Growth:

The Focused Core 30 Strategy is a firm-managed, individual stock core growth strategy inspired by Warren Buffett’s focused approach to investing. Significant representation in mega trend sectors is common. Individual position sizes are skewed towards companies offering the most favorable risk/reward profiles. This benchmark-aware strategy is sufficiently flexible to address the unique needs of our clients yet is intentionally structured to be a stand-alone diversified portfolio. It may also be used along with the Focused Blue Chip Strategy to further diversify core holdings.

Core Growth & Income:

The Focused Blue Chip Strategy is a firm-managed, individual stock strategy structured to provide long-term growth & income for our clients. This blue chip strategy invests in 30-35 well-established companies with significant brand name recognition, proven management teams & fortress balance sheets that provide above-average dividend payouts over time. Widespread sector representation increases diversification and lowers tracking error versus the benchmark index. It may be used in isolation or as a complementary core strategy along with the Focused Core 30 Strategy.

Income:

The Focused Dividend 10 Strategy is a firm-managed, individual stock dividend strategy developed to provide above-average dividend income for our clients. Primary considerations in making security selections include balance sheet quality, cash flow generation, earnings sustainability and capital allocation priorities. Coupled with the Focused Core 30 or Focused Blue Chip Strategy, the combined result can reduce the portfolio’s overall risk and volatility profile.

Aggressive Growth:

The Focused Emerging Trends Strategy is a firm-managed, individual stock aggressive growth strategy focused on companies with strong and/or accelerating revenue growth. These innovators & disruptors oftentimes prioritize growth investments over profits while gaining market share in their rapidly growing and expanding addressable markets. Management execution is key. A long-term perspective is warranted as the strategy has above-average volatility.

Advice from Investing Legends

“If you want to have better performance than the crowd, you must do things differently from the crowd.”

– Sir John Templeton

“Wide diversification is only required when investors do not understand what they are doing.”

– Warren Buffett

“Know what you own, and why you own it.”

– Peter Lynch

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Our Process

*The information presented here is for informational purposes only and should not be construed as a recommendation to buy or sell a specific security or investment. All investments carry the risk of loss – including the risk of loss of principal invested.