"We Are Investors!"

There are times when markets and investors blur the line between investing and speculating. During these times, it is important to stand tall and shout from the rooftops…“We Are Investors!” 

Investing is personal. Investing has purpose, and for each of us that purpose is unique. We invest for financial security. We invest for the next generation. We invest for retirement income. We invest for goals, and the accomplishment of our goals is made possible through saving, investing and planning…and then doing it again, and again. It does not come easy. There is no place for speculation.

To us, your investments reflect our understanding of your goals and the pursuit of their accomplishment through portfolio construction and risk management. We see beyond investor characterizations such as “moderately aggressive” or “conservative” which we believe fall short of truly understanding you as an individual. These classifications are a standardized starting point, but they do not define who you are.

And that takes us back to what it means to us, to be investors. The conversations to truly know you, and build a portfolio equally as unique is hard work but we believe it is worth doing and what you deserve.

As investors, we avoid speculative behavior. We believe deeply in two fundamental equity strategies, “GARP” (Growth At a Reasonable Price) and “Dividend Growth.” We believe wealth management is a living process, evolving with a changing market environment and the progression of your own goals. As we navigate markets and goals alongside you, we do so humbled by the trust and confidence you place in us.

We are investors!

Until next time…

Bryan

Any opinions are those of Bryan Horner and not necessarily those of Raymond James. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance does not guarantee future results. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions.