The ever-changing geopolitical landscape guides our allocations among different sectors and areas of the world. In today's interconnected world, all major events impact nearly every company.
We buy expecting to hold specific stocks and bonds until either their financial condition or competitive position within their industry changes.
Primary risk management is through the selection of securities and managing the allocation between stocks, bonds, and cash. We place a high value on liquidity.
Stocks are bought for their growth potential and/or dividend income stream. As the year draws to a close, some can be sold to harvest profits or losses to balance the tax impact.
There are no commission-based products. Fees are based on the value of the portfolio. When your account value grows, we both do better.
Investing in today's markets can be challenging. Securities are more volatile than ever. We've found that when you know which companies you own, what they do, and why they were chosen, you can enjoy the level of confidence you need for peace of mind when markets are down. We take the time to make you have all the information on every decision and we're always available to discuss your portfolio.
