Utilizing fundamental analysis and an assessment of relative value within the context of current market conditions, future movements in interest rates, changes in the shape of the yield curve, and changes in sector spreads are forecasted to derive portfolio strategy. Our results derive from an emphasis on security selection, sector allocation, and yield curve management in addition to interest rate forecasts. Our dedicated team of social research analysts conducts proprietary social research on domestic and international companies and issues. Each security considered for purchase is evaluated using a comprehensive social analysis method. The social research team applies customized screens to help 1919 Investment Counsel, LLC's portfolio managers eliminate companies that do not meet the client's specific social requirements and select investments that do.