Oil and gas investing is our specialty. We manage portfolios of publicly-traded energy equities, master limited partnerships and fixed income securities. Our expertise spans the energy and oil and gas sectors, including exploration and production, midstream and upstream master limited partnerships (MLPs), oil service, integrated oil companies, pipelines and diversified natural gas companies, and refining and marketing. We invest in all size categories, including large, mid and small capitalization companies. All portfolios are separately managed accounts with an independent custodian.
Separate accounts are established at the client's designated
firm (Schwab, BNY, etc.) and allow for customized portfolios
tailored around individual client needs and objectives. |