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Our Approach

Our Trifecta Approach

The Quin Oaks Investment Group is comprised of professionals across three teams that work hand-in-hand to serve your comprehensive wealth management needs.

Investment Team

Our investment team follows the markets, providing strategic asset allocation recommendations and insights.

Planning Team

Our CFP®-led planning team team builds wealth management strategies focused on your goals, with an eye on wealth creation and retention.

Client Service Team

Our client service team works with the rest of the team to provide concierge service while administering your accounts according to your plan.

Quin Oaks Investment Group’s wealth management approach utilizes custom-tailored, actively managed stock portfolios to help clients build, preserve and transition wealth. We implement a combination of strategies for capital preservation and potential wealth creation. This includes discretionary portfolio management using a diversified selection of investments. Our team constructs diversified portfolios to both achieve your goals and reflect your tolerance for risk while optimizing risk-adjusted returns.

Our team begins with a comprehensive fact-finding session to develop an understanding of your reasons for investing, the length of time you have to reach your goals and the level of risk you are willing to assume.

We calculate the mixture of securities that is right for you. Asset allocation is more than deciding to invest in stocks; it is balancing a mixture with changing market conditions and the level of volatility that matches your risk tolerance. Asset allocation does not protect against fluctuating prices and uncertain returns.

After establishing an asset allocation strategy, determine which securities are right for you. These securities can include cash alternatives, stocks, mutual funds, select closed-end funds and exchange-traded funds.

Because market and economic conditions are ever-changing, your Portfolio Manager will monitor your investments on an ongoing basis and make changes to your portfolio as necessary. You will receive a comprehensive quarterly report and can meet with us regularly for a formal review.

Building Wealth with Dividend Investing

We offer an active dividend growth investment strategy that seeks to provide clients with a rising stream of income through annual dividend growth. A key objective is to provide a well-diversified, low-risk way for income-oriented investors to keep up with the rising cost of living while generating growth for their portfolio.

We focus on investing in profitable, growing companies with a track record of paying increasing dividends throughout all market cycles, including economic recessions. There are only a very small group of companies that meet our stringent criteria and deliver time-tested returns.

Our dividend-driven investment approach keeps clients focused on long-term objectives, not the day-to-day volatility of the market. It is appropriate for investors who want long-term capital appreciation for equity portfolios and seek to generate income.
Since no one investment program is suitable for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable investment programs to you.