Marshall & Sullivan, Inc. Registered Investment Advisor

Our strategy at Marshall & Sullivan is to build a core portfolio of equities that have produced sustained growth at a reasonable price. This core group is supplemented through the use of other asset categories, which we call satellites. The exact makeup of this portfolio will depend on individual requirements and the economic environment.

The following diagram illustrates the process:



Our expertise is in the prudent and disciplined management of our client's financial assets.