Thomas Slattery, CFA

Price relative to earnings (P/E) is one measure of value. We want to own companies at an attractive price relative to earnings. The price paid for an investment is an important determinant of the total return.

We favor companies with improving earnings and upwardly trending earnings estimates. We believe earnings drive stock prices. Growing earnings coupled with attractive valuation provides a powerful lever for long term portfolio appreciation. Our objective is to own a portfolio whose earnings are expected to grow over time.

We favor companies that are expected to have high profit margins. Profitable companies generate earnings that can be used to grow the business, pay dividends, or buy back shares in the market. Return on Equity (ROE) measures profits in relation to the equity utilized by the company. High ROE is another key measure for selecting companies.

We also favor companies that pay a dividend. Dividends provide a measure of stability to the portfolio and help reduce the volatility of the stock market. We prefer dividend paying companies with a history of dividend growth.

In an effort to maximize long-term gains, we look beyond compiling a list of undervalued stocks. We also identify specific catalysts that we believe will cause a stock's price to rise, closing the gap between today's share price and anticipated value of the company.

We routinely analyze whether each company in the portfolio is a compelling value. We evaluate the uniqueness of a franchise or brand and seek to own companies with undervalued assets.

Your set of philanthropic objectives is as personal as your vision of a better world. Determining your objectives however, can be challenging when there are so many worthy causes and so many unmet needs.

There are peculiarities of art as an asset that require extra vigilance and understanding with which an art advisor can assist.

Lifestyle Advisory provides you with access to bespoke solutions and knowledgeable, highly personal specialists to help them meet exceptional needs from the everyday to the extraordinary.

With you every step of the way. The Trinity River Wealth Advisors analyzes a client's tax and estate structures so that their tax characteristics are accurately incorporated in the asset allocation analysis performed for the client.

Particularly in the case of an ultra-high net worth family engaged in a common enterprise, such as running a family business, operating a family office, or simply investing together as a family, it's extremely important to have a sound framework when transferring wealth among generations. Family Governance & Wealth Education is a comprehensive, family-focused offering designed to help UHNW families address their human capital challenges.

Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.