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EQUITY Protected Equity Fixed Income Option Income Real Estate
Equity Investment
How do I
invest for long term appreciation?
Your success is in our research™
Appropriate for:
Retirement and individual investments.
Investment style: Value oriented growth and income with common stock and/or equity mutual funds.
Objective:
Diversified long term
equity appreciation with dividend paying stocks and/or mutual funds.
Description:
A diversified portfolio of high
quality growth and income common stocks and/or no-load
equity mutual funds.
Risk/Reward:
Risk and reward is balanced by a fundamental bottom-up value oriented management style,
diversification and market allocation.
Example: Common Stock: Buy portfolio of high quality dividend paying medium to large cap value stocks. Portfolio is reviewed and evaluated regularly on fundamentals and performance quality for the long term hold.
Example: Mutual Funds: Buy portfolio of no-load equity mutual funds by style and performance. Review quarterly and evaluate annually for quality of performance with expectation of a three plus year hold.
Comment: Common stock and equity mutual fund investments are most effective in a growing economy with a rising stock market. This investment objective is most appropriate for long term equity investors. Common stock selections are screened on fundamental values, dividend income and consistency of growth. Mutual funds are chosen and allocated by management style and consistency of historical performance. Mutual fund investments are well suited for retirement portfolios that inherently incorporate dollar cost averaging, prudent allocation and diversification. It is important to have good research. Our firm research follows hundreds of stocks and no-load mutual funds through various services information on fundamentals, style, quality, performance and market capitalization and/or fund size are given careful evaluation before we select equity investments considered for purchasing. Your success is in our research.
Equity Investments are an appropriate choice for long
term equity investors. If diversified long term equity appreciation is the right
strategy for you, then contact us for a free initial consultation!
Contact us for a FREE Initial Portfolio
Evaluation & Consultation and receive a copy of the Executive Advisors™
disclosure document.
We are committed to your success!
(503) 581-7111 / (800) 473-3171
EQUITY Protected Equity Fixed Income Option Income Real Estate
Home About Us Wealth Manager™ Executive Counsel™ Contact Us
PERFORMANCE INFORMATION IS SUBJECT TO CHANGE. Equity and equity option accounts are subject to certain risks and are affected by fluctuating common stock and/or equity option prices and any implied performance is not a guarantee of possible future returns. For more information please refer to "Characteristics & Risks of Standardized Options" and the Executive Advisors LLC Oregon/SEC disclosure documents by calling (503) 581-7111 or emailing CEO@ExecutiveAdvisors.com.
INFORMATION DISCLOSURE NOTICE: This information is obtained from internal and external sources that are considered reliable, but the information's accuracy is not guaranteed by Executive Advisors LLC. Neither the information nor any opinion that may be expressed constitutes a solicitation by Executive Advisors LLC for the purchase or sale of any security referred to herein. This firm and/or its officers, managers or members and/or members of their families may have a position in the securities mentioned and/or options relating to these securities and may make purchase and/or sales of these securities and/or options relating to these securities from time to time on the open market or otherwise.
COPYRIGHT © 2002-2004 EXECUTIVE ADVISORS LLC, ALL RIGHTS RESERVED. No part of this work may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording, or any information, storage and retrieval system, without permission in writing from the owner. All trademarks and service marks are owned by Equity Capital LLC or Executive Advisors LLC and are used with permission.