Portfolio Management Services

Our Investment Approach

We believe in owning individual stocks and are classically trained in evaluating and buying them. We favor their ability unlike funds to offer more control over capital gains and losses, and, because of our long holding period, they tend to be cheaper than funds in the long run. 

The core of our portfolio is made up of companies from the Wells Fargo Advisors Diversified Stock Income Plan (DSIP), which includes companies that pay reasonable dividends*, have raised them regularly, and have a strong, growing cash flow to fund dividend increases.

In addition, we buy companies that may not have large dividends, but are undervalued in our estimation relative to peers and/or may be growing faster than the rest of the economy.

Exposure to other asset classes, such as international, emerging, small cap and bond markets, is achieved through the various products offered through Wells Fargo Advisors.

Feel free to read or download any of our resources below.


Triangle and One 

Building and Managing an Individual Stock Portfolio 

Diversified Stock Income Plan 

Mutual Fund Management 

Asset Allocation

The Value of Asset Allocation 

Private Investment Management Program 

PIM1, Option Income Portfolio
*Dividends are not guaranteed and are subject to change or elimination.
Stocks offer long-term growth potential, but may fluctuate more and provide less current income than other investments. An investment in the stock market should be made with an understanding of the risks associated with common stocks, including market fluctuations. Investing in foreign securities presents certain risks not associated with domestic investments, such as currency fluctuation, political and economic instability, and different accounting standards. This may result in greater share price volatility.
The prices of small company stocks are generally more volatile than large company stocks. They often involve higher risks because smaller companies may lack the management expertise, financial resources, product diversification and competitive strengths to endure adverse economic conditions.
Investing in fixed income securities involves certain risks such as market risk if sold prior to maturity and credit risk. All fixed income investments may be worth less than original cost upon redemption or maturity.