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Individual Stocks

One of the most important steps to your long term success is monitoring progress

One of the most important steps to your long term success is monitoring progress

You can monitor your progress via your Financial Website (Portal). Individual stock ownership offers a unique opportunity to know what you have on a daily basis, unlike Mutual Funds. The potential for long-term growth with additional income is a consistent desire with Investors who prefer owning individual stocks in their portfolio.

Defining your goals leads to selecting quality stocks for your portfolio

Defining your goals leads to selecting quality stocks for your portfolio

Your portfolio isn’t part of a cookie cutter approach, we use multiple  stock selection filters with your Financial Plan & Objectives in mind. Truly independent and custom resulting from years of experience and knowledge.

We'll Evaluate Each of Your Stocks Using a variety of Key Metrics to Determine Quality.

We'll Evaluate Each of Your Stocks Using a variety of Key Metrics to Determine Quality.

The higher quality stocks we filtered out are chosen either for strength in current & future earnings, dividend strength & increases in those dividends. Other statistical metrics are governed by several filters for each client’s portfolio resulting in selecting companies have historically demonstrated strength relative to their peers over time.

SCHEDULE A TIME TO REVIEW YOUR STOCKS