We design investment programs tailored to help
achieve individuals’ goals.
Every Family is Unique
Our basic investment premise is founded on our belief that every family has unique financial needs. As such, we believe investment programs should be designed and tailored to help achieve individuals’ goals. An integral element assisting our clients to identify and quantify their goals is our real-time planning process. Once completed, our Wealth Management Process establishes the parameters by which portfolios are designed and structured.
Portfolio Management and Risk Aversion
One of our advantages, and a critical element of our value proposition, is that we can offer actively managed portfolios of our own design and of our own management. We actively manage our portfolios to avert risk; preventing losses is our priority. We employ a regimented process with stout purchase and selling disciplines; to capture profits and to minimize losses.
Our Basic Investment Programs – accumulation and distribution:
- For our clients seeking to accumulate wealth we offer:
- Long-Term Growth
- The Opportunity Fund
- Conservative Growth
2. For our clients in distribution mode we offer:
- Growth & Income
- Equity Income Increasing Dividend Portfolio
- High Dividend Income
- Cash-Flow Portfolio
The business operating method for the Long-Term Growth, Conservative Growth, Growth & Income, Equity Income Increasing Dividend Portfolio, High Dividend Income and Cash-Flow models is attached here. The business operating method for the Opportunity Fund portfolio is attached here.
The investment programs discussed are offered through advisory accounts. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors.
Dividends are not guaranteed and are subject to change or elimination. Technical analysis is based on the study of historical price movements and past trend patterns. There is no assurance that these movements or trends can or will be duplicated in the future. Stocks offer long-term growth potential but may fluctuate more and provide less current income than other investments. An investment in the stock market should be made with an understanding of the risks associated with common stocks, including market fluctuations. Diversification does not ensure a profit or guarantee against a loss. Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss. Advisory programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors. We need to review your investment objectives; risk tolerance and liquidity needs before we introduce suitable managers/investment programs to you.