Fred Przekop

STA's investment philosophy is based on a belief that equity ownership in well-managed, growing companies will produce superior long-term results for investors. For equities, they focus on companies that reinvest a large part of their earnings for future corporate growth. This selection process also applies to stocks with higher dividend yields. These include companies whose dividends have been paid for many consecutive years and that have shown a consistent pattern of dividend increases. For their taxable clients, STA typically invests in municipal bonds that are both federal and state tax-exempt in the state where they maintain their primary residence. In some cases, they invest in other bond sectors, but this decision is primarily driven by their assessment of the best available after-tax returns for their clients. In the case of municipal bond investing, STA seeks to purchase high-quality issues whose repayment is backed by reliable cash flow. For tax-deferred portfolios, they typically invest in the U.S. Treasury, U.S. agency, and corporate bond sectors. The allocation decision is based on individual client objectives as well as relative returns between these sectors. STA's current bond strategy targets an average maturity of about 5 years, which is achieved through a laddered portfolio with individual maturities between 2 and 10 years.

JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.

Functions as a College/University

Functions as a College/University