We're Moving!

Arcadia Investment Management is moving its offices. As of March 17, 2014, our new address will be:

Arcadia Investment Management Corporation
125 South Kalamazoo Mall
Suite 306
Kalamazoo, MI 49007

Telephone: (269) 349-0800
Fax: (269) 381-1615

Map

Institutional Investors

Arcadia Investment Management offers its institutional clients three portfolio options:

  • Large Cap Growth
  • Mid Cap Growth
  • Fixed Income

 

Equity Overview
Across each of our equity portfolios, our management team maintains a consistent investment philosophy and process.

We invest in Quality Growth companies that have the opportunity to double their EPS growth over a 3-5 year time frame. As such, we conduct bottom-up fundamental analysis that is at once disciplined and rigorous. Our team is primarily interested in identifying:

  1. Consistent, sustainable catalysts for revenue growth which should translate into strong earnings growth
  2. Meaningful competitive advantages
  3. High-quality industry leaders with strong balance sheets and financial strength
  4. Competent, forward-thinking management with substantial equity ownership

Arcadia Investment Management purchases the stock of companies with a proven and attractive history of revenue and earnings growth.
While stock price is a consideration in our calculation, the overriding factor in our investment decision is a company's future growth prospects.

Fixed Income Overview:
Our approach to Fixed Income investing focuses on providing stability to an investment portfolio.

To this end, Arcadia Investment Management invests in high-quality bonds with short- to intermediate-term maturities. Our approach minimizes risk across a broad range of categories, including default, interest rate, and inflation.

Portfolio Management
We will buy a stock when its relative valuation is consistent with our long-term growth estimates and superior to peers and industry group. We cull names from the portfolio once the fundamental strengths of a company begin to wane, or an external source threatens the long-term viability of our investment thesis.

High Net Worth Investors

Arcadia Investment Management offers its clients three investment portfolios:

  • Large Cap Growth
  • Mid Cap Growth
  • Fixed Income

 

Equity Overview
Across each of our equity portfolios, our management team maintains a consistent Investment Philosophy and process, investing in what we call "Quality Growth" companies. These are companies we believe have the opportunity to double their earnings per share (EPS) growth over a 3-5 year time frame.

As such, we carefully study each company from the bottom-up, looking closely at every facet of its business. Our team is primarily interested in
identifying:

  • Consistent, sustainable opportunities for revenue growth which should translate into strong earnings growth
  • Meaningful competitive advantages against its industry peers
  • High-quality industry leaders with strong balance sheets and financial strength
  • Competent, forward-thinking management with substantial stock ownership

Arcadia Investment Management purchases the stock of companies with a proven and attractive history of revenue and earnings growth. While a stock's price is an important consideration, Arcadia Investment Management is willing to pay a bit more in exchange for outstanding future growth prospects.

Fixed Income Overview
Arcadia Investment Management approaches its fixed income investments different from its equity investments.

The bonds in our fixed income portfolios are chosen primarily to manage risk and generate income. We seek out high quality, short- to intermediate-term bonds. We seek to maximize the amount of income for a given level of risk (as determined by each individual client's objectives).

In short, our fixed income approach is a conservative one.

Portfolio Management
Our long-term strategy is to buy a stock when its price is consistent with our growth estimates and is better than its peers and industry group.

We sell stocks from the portfolio once our investment thesis begins to change. For example, has the company's pipeline of new products begun to wane? Is there a new, untested management team in place? Is the company's capital structure changing? Have competitive advantages begun to wane? Are new competitors challenging their markets and pricing power? Has the stock price risen to speculative levels?

Our New Address:

Arcadia Investment Management Corporation
125 South Kalamazoo Mall
Suite 306
Kalamazoo, MI 49007

Telephone: (269) 349-0800
Fax: (269) 381-1615

Our Principals

Marilee K. Awe

L. Edward Knox, CFA

Jerry B. Love, CPA, CFP

Michael L. Mueller, CFA