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All-Cap Portfolio Method

All Cap with an emphasis on dividend pay stocks operating method

Philosophy:

Investment Objective – Strives to Achieve:

Investment Selection – We utilize the following sectors as a guide:

Risk Management – We utilize the following factors as a guide:

Client Communication:

Portfolio Construction and Limitations:

Mistakes are OK. Grave errors are not”.  

                                                                       Sergio Ermotti

John N. Lilly, III, AAMS®
Portfolio Manager, DJWMG
Investment Planner

 
620 Spring Street SE
Gainesville, Georgia 30501
678-971-1337

 

Investment Advisory Services offered through Raymond James Financial Services Advisors,
Inc. Dominguez & Jones Wealth Management Group is not a registered broker/dealer, and is
independent of Raymond James Financial Services.

 

Securities offered through Raymond James Financial Services, In., Member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Dominguez & Jones Wealth Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site.  Contact your local Raymond James office for information and availability. Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
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