As we do for all our clients, we search for stable, predictable, global growth companies in which to invest. It is important to stress that Fayez Sarofim & Co. has a long-term investment strategy and a time horizon of five to ten years. We do not try to time movements in the stock market but invest in high quality companies with above average earnings growth. We purchase equities that we intend to hold in the portfolio over several years. This results in lower than average portfolio turnover, which is particularly beneficial for taxable accounts.

We have managed equities and fixed income securities for a variety of individual accounts (including trusts and IRAs) since our founding over 40 years ago. Our low turnover and long-term focus make our style particularly suitable to taxable individuals. Our minimum investment for individual accounts is $5 million.

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