We are classic value investors seeking growth and dividends compounding returns for long–term capital appreciation and income.
We use an investment system that removes emotion from investing which is, for most of us, the biggest pitfall. We select individual stocks (or bonds if appropriate) based on value, sustainable earnings growth, and consistent dividends over time. We then set an investment range for each position within your portfolio. These investments are then diversified across industries and geographical regions. This will result in a well diversified and balanced portfolio.
Every portfolio is planned based on age, risk tolerance, and personal objectives.