|
First: With our proven technique, you paint your very own financial target - the paint:
desires, goals, needs, emotions, attitudes, pride, ego and much more.
Next: We advise and manage financial assets, whether budgets or portfolios, whether individuals, trusts, small businesses, estates or organizations. We deliver time-tested, conservative, reliable advice and investment strategy. This allows you to enjoy satisfied lives and financial freedom.
|
|
A. Invest only in companies that have proven, over at least a ten year period, their ability to produce and increase earnings and cash flow without extraordinary indebtedness. Remember, dividends are very important.
B. Invest and think only in terms of 7 to 15 year averages, never less.
C. Utilize cash equivalent assets for funds needed within 1-36 months; short & intermediate-term income assets for funds needed within 37-72 months; all other capital in an equity portfolio conforming to (A) above.
D. Customize portfolios for each individual rather than in a "one option fits everyone" portfolio or "investment model."
E. Establish a clear policy to protect against losses.
F. Reduce transaction costs, taxes and fees to a minimum.
G. Spread investment capital through allocation to reduce market volatility and risk.
H. Refrain from timing markets and purchases.
I. Never confuse or compare a portfolio with the "market." |
We combine sifting, sorting and screening processes to gather uniquely chosen stocks and other assets to achieve specific investor goals.
We do not confuse a portfolio with "the market" because the market combines ALL stocks, good and poor, with no element of management or guidance.
We offer no guarantees as to performance or results. While confident, we could make mistakes and you could lose money following our advice. Investing involves many types of risk and you should not enter into an investment unless you are willing and understand to your satisfaction the risks associated. |