The All Cap Strategy is an active growth strategy managed by Robert P. Morse and the Morse Asset Management team that invests for capital appreciation. The strategy invests primarily in U.S. domestic equities with market capitalizations in the ranges of the Russell 3000 Index and strives to be fully invested. Our underlying thesis is that an experienced portfolio manager using a combination of fundamental research and quantitative inputs can effectively select stocks that exceed benchmark returns over time.
The Balanced Strategy is actively managed by Robert P. Morse and the Morse Asset Management team and aims to provide long-term growth and income with stability of returns. A strategic asset allocation between equities and bonds is based primarily on client objectives and guidelines. The equity portion of the portfolio provides the growth impetus. The fixed income portion of the portfolio provides a reduction of risk exposure and contributes to a prescribed level of income.