Our investment strategies
Our team’s approach to investing is rooted in our understanding that every investor is different – with unique life circumstances, financial priorities, and goals. Our philosophy surrounding investing and the strategies that we utilize are designed to help simplify their lives, generate the income they need, or leave a meaningful legacy for their loved ones.
Our team employs both fundamental and technical research for our buy and sell decisions. We use Dorsey Wright, owned by NASDAQ, for relative strength analysis based on the laws of supply and demand. This tool gives our managers buy/sell disciplines – which remove bias – to determine which stocks are the strongest in their asset class.
We believe that dividend growth is an important driver of total return – stock price appreciation plus income during the period a stock is held. Our active dividend growth strategy seeks to provide clients with a rising stream of income through annual dividend growth. A key objective by utilizing this approach is to provide well-diversified strategy for income-oriented investors, to keep up with the rising cost of living, all while striving to generate growth for investors’ portfolios. Overall, we believe that this approach keeps us and our clients focused on long-term objectives as opposed to day-to-day volatility of the markets.
Many investors own mutual funds as a way to pursue their investment goals. Too often, though, they end up with too many or too few, ones that don’t work well together, or ones that don’t make sense given their circumstances. Our FundSource portfolios may provide an answer to these challenges. With FundSource, you get access to carefully constructed blends of mutual funds based on the analysis and advice of investment professionals. It is a program designed with the types of services and features previously limited to institutional and ultra-high-net-worth investors. FundSource provides a framework for establishing an investment strategy that takes into account your financial goals, tolerance for risk, and your willingness to make adjustments as your life changes.
Technical analysis is based on the study of historical price movements and past trend patterns. There is no assurance that these movements or trends can or will be duplicated in the future. Dorsey, Wright & Associates developed the indicators described in this report. They have been prepared without regard to any particular investor’s investment objectives, financial situation and needs. Accordingly, investors should not act on any recommendation (express or implied) or information in this report without obtaining specific advice from their financial advisors and should not rely on information herein as the primary basis for their investment decisions.
Investing in stocks involves risk and their returns and risk levels can vary depending on prevailing market and economic conditions.
There is no guarantee that dividend-paying stocks will return more than the overall stock market. Dividends are not guaranteed and are subject to change or elimination
Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for these programs is between $10,000 and $250,000.
The fees for the FundSource program include advisory services, performance measurement, transaction costs, custody services and trading. The fees do not cover the fees and expenses of the underlying funds and customary brokerage charges may apply to non-program assets. The standard fee schedule, which is negotiable, is based on account size and an assumed active equity portfolio. There is a minimum quarterly client fee requirement of $75 or $37.50 in the case of FundSource Foundations℠ to maintain this type of account. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses.
Investing in stocks involves risk and their returns and risk levels can vary depending on prevailing market and economic conditions.
There is no guarantee that dividend-paying stocks will return more than the overall stock market. Dividends are not guaranteed and are subject to change or elimination
Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for these programs is between $10,000 and $250,000.
The fees for the FundSource program include advisory services, performance measurement, transaction costs, custody services and trading. The fees do not cover the fees and expenses of the underlying funds and customary brokerage charges may apply to non-program assets. The standard fee schedule, which is negotiable, is based on account size and an assumed active equity portfolio. There is a minimum quarterly client fee requirement of $75 or $37.50 in the case of FundSource Foundations℠ to maintain this type of account. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses.