Equity Investing

Managing an equity portfolio for long-term performance requires a thorough understanding of market conditions, coupled with a prudent investment strategy.

We employ a disciplined approach when it comes to buying and selling equity positions in your portfolio.  This approach begins with our research team identifing core and alternative investment choices and then monitoring those choices over time to ensure they are performing according to our expectations.

Our investment advisors are guided by our investment philosophies and strategies within each of these major asset classes.

Equity Philosophy

The objective of the equity management mandate is to secure risk adjusted returns greater than that of the Standard and Poors 500 Index. To achieve that objective, we use a disciplined Growth-at-a-Reasonable-Price (GARP) style of equity management.

Personal appointments may be made to discuss your individual investment needs.  Please contact the Middleburg Trust Company office most convenient for you.