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Who We Are |
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INVESTMENT PHILOSOPHY AND PROCESS The Milford National Bank's Investment and Trust Group employs a unique investment process that has consistently produced returns exceeding investment industry benchmarks. Managers craft individually managed portfolios to reflect the unique need of each client. We monitor portfolios to assure strict adherence to the core strategy of each account, and our investment committee meets monthly to insure that goals and objectives are being met. Unique Investment Process Our investment management process begins with a series of screens which provide a ranking of attractive investment opportunities. Our unique blend of growth, value and technical research, allows us to identify optimal investments for our clients. We are not driven solely by factors such as market timing or indexing, but rather by a commitment to long term investing. Our investment officers purchase quality companies that possess a consistent record of increasing earnings and dividends. Most companies on our master list are dominant in their respective markets. We are not bound to any specific research services and do not earn soft dollars for purchasing services or directing business to any financial institution. Full Service Technology The Milford National Investment and Trust Group have made a significant investment into leading edge technology. Our accounting system, SunGuard AutoTrust, is considered the most advanced software package of its kind in the industry today. We trade securities through several full and discount brokerage firms and have negotiated very competitive low rates for our clients. We also use unique color enhanced statements that are easier to read than the standard fare from banks, mutual funds, money management companies, and brokerage firms (ask us for an example). In addition, we provide percentage returns vs. industry benchmarks for the entire portfolio and for each asset class. This is extremely rare in the financial industry. Our investment in technology also benefits our clients on the research and cost side. We believe that clear and regular communication, combined with a disciplined investment strategy that delivers consistent results, leads to a long and successful relationship. Dedicated Professionals A dedicated staff of investment professionals complements our advanced technology. Together, our team has more than 150 years of investment industry experience.
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Founded in 1849
