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.
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.
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.