The Financial Guardian Investment Process
I adhere to the K.I.S.S. approach of managing money (Keep It Simple Stupid) - adding value by either boosting your returns or protecting your capital from mistakes. I spend countless hours tracking all my recommendations daily, benchmarking them to peers, attending seminars, meeting company representatives, listening to conference calls/ podcasts, reading industry magazines / online articles and analyzing emails in order to keep current on issues that may impact my clients.
What I Look For When I Buy:
- Prefer dividend paying / yield investments
- Good risk/reward
What I Look For When I Sell:
- 1 year or more of unexplainable under performance
- Company / Portfolio manager change
If warranted I will call, email, mail or meet my clients and make appropriate changes.