Investment Strategies

Applying insight to the road ahead.

Our team uses multiple investment strategies that follow the common theme of transparency – you will know what securities you own and why you own them. We also follow a three-step investment approach to determine what to buy, when to sell and where to reinvest the proceeds.

Individual portfolios typically consist of one or more of these equity strategies. Fixed income strategies can also be used when appropriate.

Earnings Growth

  • Investment objective: Growth of principle
  • Invests in: Stocks with multiple upward earnings revisions
  • Stocks are first screened using a fundamental analysis of each company
  • Stocks are considered for purchase when specified criteria are met
  • Stocks are sold when performance is not met – the result of a strong sell discipline

Income Growth

  • Investment objective: Income and growth of income
  • Invests in: Utility and/or REIT stocks that we feel have growing dividends
  • Stocks are selected based on a combination of dividend yield and estimated dividend growth
  • Portfolio is regularly monitored and adjusted according to changes in dividends and their estimated growth

Quality Equity Dividend

  • Investment objective: Consistent dividend income from what we feel are high-quality, financially strong companies
  • Invests in: Stocks that demonstrate a consistent commitment to increasing dividends
  • Factors for consideration include stocks with a growth rate greater than inflation and a yield above the S&P 500

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. The examples above are for illustrative purposes and are not to be considered a recommendation. Individual results will vary.

Dividends are not guaranteed and will fluctuate. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. An investment cannnot be made directly in the index.

REITs involve risks such as refinancing, economic conditions in the real estate industry, changes in property values and dependency on real estate management.