Investment Philosophy

Bolter's investment style is based around a conservative strategy designed to achieve above average real returns with below average levels of financial and market risk. We believe in the merits of a balanced portfolio of high-grade common stocks and fixed income securities. For clients who prefer, we will manage equities alone. Through the appropriate mix of portfolio assets among equities, bonds and cash, we look to increase capital in real terms during favorable market conditions and to preserve principal in down markets. In selecting appropriate investments, we look to time-tested investment constants, namely: price, value, quality, liquidity, and the preservation of principal.

Our Fixed Income investment process is based on active bond management, seeking consistent total returns in the intermediate maturity markets through balanced attention to current income and capital gains. We generally select U.S. Treasury and high quality municipal or corporate bonds.

Our strategy has consistently achieved a sustainable investment advantage. We pride ourselves on our clients' returns. see client returns.

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