LARGE CAP CORE
Our Large Cap Core Strategy invests in large, high quality, global companies available at reasonable price-to-earnings ratios with a longer term, lower turnover objective. The strategy employs the Growth at a Reasonable Price investment philosophy, seeking to obtain growth stocks at value prices. The strategy’s equity analysis concentrates on price-to-earnings and price-to-cash flow ratios, return on equity, earnings growth, price momentum, and other financial and market data. The strategy is model-based, featuring 20 to 30 stocks, and tailored to address each client’s specific goals and objectives.
RON KIDDOO, CPA
Chairman of the Board, Chief Investment Officer
As our Chief Investment Officer, Ron manages portfolios for individuals, corporations, retirement plans (including individual retirement accounts), and foundations. He also assists clients with tax and financial planning. Ron chairs our Investment Committee, the group responsible for determining our overall investment strategy, and works closely with our staff of financial analysts.
Office Phone: 217-356-8363
