We use the following investment principles within the context of the Sector Focus Portfolio Management approach:
 

	Invest long term in key sectors combined with market index investments and opportunistic investments.  We are not market timers or day traders.
	Use independent, fundamental and technical research from established and non-traditional sources, such as Lehman Brothers, TheStreet.com and Morningstar, to track key sector (e.g., technology, healthcare, finance, energy) trends and companies.
	Invest in index and exchange-traded funds to cover the total stock market as well as key sectors in a cost-efficient manner.
	Invest in actively managed funds, seeking sector or aggressive growth specialists with above-average performance.
	Invest in individual equities, generally seeking stocks with attractive growth rates at reasonable prices.
	Manage cost-efficiently by using low-cost funds, limiting portfolio trades and considering tax implications.
	Maintain portfolio risk/reward balance according to each client’s Personal Investment Policy guidelines.

Consistent with wealth management principles, our goal is not simply to provide excellent returns, but to construct and manage portfolios to generate returns that meet client goals within appropriate risk parameters.   We manage portfolios with “target annual return” objectives based on historical returns, which are set in each client’s Personal Investment Policy.  We report total returns after all fees against a customized benchmark developed from components that comprise the “target annual return.”  

In short, at Nauset, we work with you to set your investment goals, then work toward those goals by managing your portfolio according to your parameters, and regularly report our results to you.  So you know where you want to go financially, and how you are doing getting there.

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