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Investment Services

Portfolio Management

Managing a portfolio for long-term performance requires a thorough understanding of market conditions, coupled with an prudent investment strategy.

Our portfolio management expertise includes equities and fixed income investing.  We employ a disciplined approach when it comes to buying and selling positions in any asset class.  This approach begins with our research team identifing core and alternative investment choices and then monitoring those choices over time to ensure they are performing according to our expectations.

Our investment advisors are guided by our investment philosophies and strategies within each of these major asset classes.

Equity Philosophy

The objective of the equity management mandate is to secure risk adjusted returns greater than that of the Standard and Poors 500 Index. To achieve that objective, we use a disciplined Growth-at-a-Reasonable-Price (GARP) style of equity management.

Fixed Income Philosophy

The objective of our fixed income management is to produce a secure stream of income and to reduce overall portfolio volatility. We use high quality fixed income instruments and shift the maturities within an intermediate time frame.


Personal appointments may be made to discuss your individual investment needs by calling 540-687-4805 or 800-745-8625.  You may also send us an email by clicking here

Middleburg Trust Company is a wholly owned subsidiary of Middleburg Financial Corporation.
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Investment Account Access