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Investment Management

Dividend Strategy

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Emphasis on current income and future capital appreciation. Principal risk and volatility are expected and acceptable over the intended investment time horizon (at least 3 years). Portfolio will consist of a determined allocation of individual equities, fixed income and hybrid securities, real assets, and cash. The investment allocation may also include closed-end funds.

Objective

The Dividend Strategy is designed to emphasize current income and future capital appreciation. Principal risk and volatility are expected and acceptable over the intended investment time horizon of at least 3 years. The Strategy seeks current income and growth through a determined allocation between individual equities, fixed income and hybrid securities, real assets, and cash. The investment allocation may also include closed-end investment companies.

Philosophy

We adhere to a valuation based approach that strives to capitalize on market inefficiencies with rigorous fundamental research. We believe the opportunity to find high quality business at discounted valuations has increased for fundamental investors. The increasing diversity of market participants, such as passive, high turnover, levered, and quantitative strategies help to create price volatility that benefits the active value investor.

 

Portfolio Management

Jim Garrison, CFA

Portfolio Manager

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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, and Advisory Products and Services:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY