Christy Dolly

TMC employs two investment strategies, Equity and Fixed Income, which tailor based on each client’s objectives, return requirements and tolerance for risk. In most cases, this results in a balance between the two strategies for each client. The firm’s equity strategy seeks to achieve long-term income and capital appreciation while attempting to manage portfolio risk. Analysis of stock investments is a bottom-up approach relying heavily on the fundamental analysis of individual companies. The strategy typically holds equity securities of approximately 25 companies. Their fixed income strategy seeks to provide stable income while attempting to manage interest rate and credit risk. Bond investments analysis emphasizes high credit quality and liquidity. Investments are typically in fixed income securities with short-to-intermediate maturities from one to ten years. The firm maintains a staff of investment securities analysts who conduct research into the stocks and bonds used in portfolios.

Functions as a College/University