Equity Income

We seek to provide a relatively high level of current income and long-term growth of income and capital by investing primarily in the common stocks of U.S. large-cap companies. The benchmark is the Russell 1000® Value Index.

Portfolio Managers

Daniel R. Coleman
Chief Investment Officer/Portfolio Manager
Joined Firm 2001
40 years experience

Nedret Vidinli, CFA
Associate Portfolio Manager
Joined Firm 2010
23 years experience

David W. Simpson, CFA
Portfolio Manager
Joined Firm 1993
33 years experience