DMWB believes that equities are the essential ingredient for long-term investment success.  Equities have the potential to keep investments growing ahead of inflation.   To harness this potential, while managing volatility, we build diversified portfolios.  We emphasize undervalued growth stocks and traditional value stocks when price versus value is compelling.  We believe this to be the best formula for producing superior performance over time.  

When choosing stocks, we identify high-quality companies with steadily growing earnings and dividends.  We take a moderate approach to risk, selecting stocks with relatively low price/earnings ratios and reasonable current yields.

Although macroeconomic factors are considered in terms of portfolio sector weighting, stock selection is primarily determined by individual company fundamentals.  We use both quantitative and qualitative factors in our analysis;  And price is a paramount consideration when building the portfolio.