How We Work With You
We approach investing through five steps:
- Discovery phase
- Assessment phase
- Presentation of recommendations
- Implementation of recommendations
- Ongoing monitoring and rebalancing of portfolio
Our approach when structuring portfolios:
- We construct a diversified portfolio of companies that maintain all or most of the following: strong balance sheets, positive earnings growth, dividend strength and growth, attractive P/E ratios, and other positive indicators.
- We analyze proprietary and correspondent research to choose specific companies that have attractive valuations
- We identify positive themes and catalysts in the markets and domestic and foreign economies
How we help build wealth:
- We help build wealth over time because we buy companies, not the market.
- In flat or down markets we will often use Covered Call writing as a means for extra income and downside protection.
- While always attempting to outperform the overall market, our focus is on preservation of capital
- Our business is customized for each client, because each client has their own special set of circumstances, for example tax implications and income needs. We may use similar investments, but percentages and allocations will be different.
The steps and ideas outlined above are used when a client has an Advisory Relationship with The Wheeler-Hosty Group.