McQueen, Ball & Associates equity management is designed to provide competitive, growth-oriented returns while giving serious consideration to market risk, portfolio volatility, and the long term goals of the investor.

We approach the equity markets with an asset allocation overlay that blends diversification among market capitalizations, industry sectors, and investment styles with our assessment of global markets and opportunities. Core high quality holdings are supplemented by thematic strategies in areas such as healthcare, energy, and real estate.

Our “dividend growth” strategy serves as a core large cap portfolio of individual securities. This value oriented approach focuses on industry leaders whose cash flow has led to an ever increasing stream of dividend payments.

Mutual funds are an important part of our overall strategy particularly in the small/mid cap, international, and sub sector investments. While the selection of individual funds is performance based, our due diligence process assesses factors such as management tenure, management’s direct investment, adherence to style, and overall commitment to achieving stated goals. We have direct contact with many of these managers and have access to their ideas and strategies.

Ultimately, the success of an investment plan can only be evaluated on the basis of both absolute and relative rate of return. McQueen, Ball & Associates reports to each client on a quarterly basis. Specific account performance data as well as underlying investment performance are provided on an ongoing basis.