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Investment Strategies
"Every client's situation and needs are unique and different"
My investment strategy is a "process", and therefore, I do not have a set prescribed model for each of the below investment strategies.    What I do have is a framework of a very select list of investments that I implement into every client's portfolio.  The investments I choose have a long history of performance, and most important, discipline in not deviating from their original core investment philosophy (i.e. value stocks beat growth stocks overtime). 
 
While I do own 90% of the same securities (individual stocks, mutual funds, Exchange Traded Funds (ETF's) and other security classes), across my client's portfolios, not every client is going to have the same weighting (i.e. own the same percentage of a stock or mutual fund). Depending on when a client joins me and how a client joins my practice (existing securities or cash) will impact on how quickly or how slowly you are integrated into my process. 
 
Investment strategies, otherwise known as investment models have become a large part of the financial investing world.  The word, "model" is used often in discussions with clients on where they fit in an Advisors practice.  
  • Conservative 

  • Moderately Conservative 

  • Moderate 

  • Moderately Aggressive

  • Aggressive 

The above table is compiled from data collected from the following providers and their website.  Please click on each index provider to access their site:  

No investment decision or recommendation should be made on the data provided above.  All data is historical and does not guarantee any future return for any strategy, index, or investment.  The data does not reflect any thoughts, ideas, or recommendations from Capital Investment Companies. 

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