Philosophy
Butler Wick has always maintained a conservative approach to the securities industry...stressing the long term appreciation of equities. We are also acutely aware of market volatility and realize there are times in our economic cycles when investing in bonds and/or cash would be prudent. We believe that formulating and maintaining a proper mix between stock, bond and cash equivalents is crucial in successful portfolio management. It is important that we understand our clients views on risk tolerance, income needs, preservation of capital, liquidity, time horizons and tax considerations. These terms are set forth in the STATEMENT OF INVESTMENT OBJECTIVES, and each portfolio is governed accordingly.
Process
Extensive research, strategic planning and on-going evaluation assure clients of our disciplined management process. In an effort to maximize returns and minimize risk, strict pricing policies place limitations on buy/sell decisions. Performance reports are issued documenting all contributions, withdrawals and current client holdings. 
