Steve Nelson

Lowry Hill Investment Advisors' core investment strategy, the Growth Equity strategy, focuses on investments in large-cap US companies. The firm seeks to invest in quality growth companies with enduring business franchises that are capable of successfully compounding shareholder value through market appreciation and dividends. Their preference is to make investments when companies are trading at what they believe to be discounts to their intrinsic values. In performing in-house research and bottom-up analysis, Lowry Hill combines valuation disciplines, risk assessment and industry diversification criteria in constructing this portfolio. For small-cap equities, Lowry Hill employs a sub-portfolio of smaller domestic companies. They seek companies with a strong competitive franchise, solid cash flow and high inside ownership, and then use a cash flow valuation method to purchase these companies at attractive prices. For international equities, Lowry Hill invests in a portfolio of large companies. These are high quality companies with businesses in attractive, growing markets. This portfolio is designed to complement investments in other Lowry Hill US stock portfolios by investing in companies with most of their revenues derived from outside the US. The firm's income equity portfolio consists of companies with a dividend yield higher than that of the S&P 500 and has the potential for capital appreciation in excess of the rate of inflation. They select companies that possess a stable business with the opportunity to grow revenue and earnings, a strong balance sheet, a management team that adds to shareholder value and a stock valuation that is at a discount to intrinsic value. Lowry Hill's goal in including REITs in their clients' portfolios is to reduce portfolio volatility, produce current income and participate in the appreciation of the underlying properties. The firm buys investment grade fixed-income securities to generate current income and add stability to a portfolio. They analyze each client's portfolio within the context of their unique objectives and build portfolios of individual bonds taking into consideration credit risk, the yield curve and call structure. Though not limited by sector, Lowry Hill tends to invest in the stocks of companies in the finance, producer manufacturing, health technology, electronic technology, technology services and consumer non-durables sectors. They invest globally, across all-market-caps. The firm maintains a low turnover rate.

Functions as a College/University

Functions as a College/University

Operates museum

Operates as an investment professionals firm for charity

Operates as a catholic community foundation

Capital Insight t uses both technical and fundamental analysis in managing assets. They utilize long term purchasing (securities held at least a year). Short term purchasing (securities sold within a year) also is used but the short-term tax issues are considered before sales. Trading is used where appropriate. Short sales, margin transactions, and option writing are used but only where suitable in a client by client basis.

Provides investment advice