Equity Strategies


High Quality Growth



1st Quarter Fact Sheet

High Quality Growth Equity

Invest in High Quality Growth Stocks that Pay Dividends

  • Primarily stocks ranked “A+, A, or A-” by Standard & Poor’s Corporation
  • Highly stable and strong growth of earnings and dividends
  • Quality and stability of earnings help protect principal value in down markets

Build Portfolios with Relative Portfolio Concentration

  • Maximum of thirty-five large cap stocks
  • Avoids unnecessary over-diversification
  • Increases out performance opportunities

Invest for the Long Term

  • Buy companies to own, not stocks to trade
  • Allows owning companies through entire earnings growth cycle
  • Low turnover – five year average 13%*; higher tax efficiency

More information? Contact us.                                       *Portfolio Turnover Ratio Disclosure


Core Growth



1st Quarter Fact Sheet

Core Growth Equity

Invest in High Quality Growth Stocks

  • Highly stable and strong growth of earnings
  • Quality and stability protect principal value in down markets
  • Invest in high quality growth stocks with an emphasis on owning upper Midwest companies

Flexible Portfolio Construction

  • Offers flexibility to match client specific needs
  • Generally holds forty to fifty stocks; $1 billion market cap and greater
  • Diversified across most economic sectors

Invest for the Long Term

  • Buy companies to own, not stocks to trade
  • Companies purchased at lower end of historical valuation range
  • Low turnover, higher tax efficiency

More information? Contact us.