The Gold Chip Standard

For over 50 years, we have built and managed client investment portfolios according to the strict guidelines mandated by our proprietary investment strategy, the Gold Chip Standard. This is an innovative and proven standard of investing in the world’s highest quality large-cap stocks that have both the competitive edge to continue growing and the financial strength to weather downturns. By diversifying investment portfolios across the leaders in each economic sector, we help our clients to confidently remain invested during crises that may have otherwise sparked market anxiety, thereby avoiding the fear-induced performance drag that impacts so many investors.

This unique investment portfolio design has consistently proven itself capable of meeting client growth objectives while minimizing risk over many years of practice. Our rigorous study and experience have taught us that the best performing investment portfolios for real world clients are those composed of the kind of quality that generates growth while inspiring confidence. This approach reduces your worry in a chaotic financial environment and produces quantifiable results for your portfolio. Our strict guidelines allow us to choose the best companies to build a formidable portfolio that works for you. And because we know that no two investors are the same, every portfolio we build is custom-tailored to meet the unique needs and goals of each individual client.

Learn more about the Gold Chip philosophy below.