American Research & Management Co.

Investment Strategy
Investment Planning
Equity Strategy
Fixed Income Strategy
Monitoring & Rebalancing
Tax Efficiency

Equity Strategy

For the equity portion of client portfolios, we tend to favor a balance of growth and value stocks, especially if we can purchase them below intrinsic value. We believe great fortunes are made by owning great companies – the innovators that solve problems, create new markets and improve our world. But success requires rigorous research and the patience to hold through market cycles.