Marc L. Davis

Provides investment advice

Tradition Capital Management (TCM) employs a GARP investment approach. The firm focuses on investments in companies with above average earnings growth that are trading at a discount to their estimated fair value. While TCM's equity investment strategy concentrates on large companies, they selectively include medium and smaller companies in their portfolios where client circumstances and objectives warrant. The firm targets emerging growth companies with the potential to become large companies. TCM seeks to generate higher returns by selecting companies with the potential to rapidly grow their business in the near future. For clients with the primary goal is income and capital preservation, TCM manages balanced portfolios with a median equity allocation of 40% to 60%. For clients with the primary goal of growth and appreciation, the firm manages portfolios with a median equity allocation of 60% to 80%. Though not limited by sector, TCM tends to invest in the stocks of large-cap companies in the consumer non-durables, healthcare technology, energy minerals, producer manufacturing and electronic technology sectors. Most of their investments are in companies located in the US, Europe and the Middle East. The firm maintains a low turnover rate. TCM's fixed-income investment strategy emphasizes preservation of capital and principal stability. The firm focuses on investments in higher quality bonds with investment grade ratings. They avoid investing in lower rated bonds, especially high-yield or junk bonds.

Functions as a College/University

Functions as a College/University

CSPAM offers portfolio strategies that range from full equity models with higher levels of risk to full bond models with lower levels of risk, as well as a range of ETF portfolios with a varied blend of equity and bond exposure that fall between them. In addition, they offer strategies that include alternative assets.

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