Seek long term capital appreciation by primarily investing in equity funds and individual securities of companies domiciled in the United States and abroad. Any income received from a Growth Portfolio is incidental. This portfolio is designed for investors with an investment horizon of ten years or more and who are willing to accept a greater degree of volatility and risk in order to achieve greater long term growth.
Moderate Growth & Income Investors
Seek long term capital appreciation with a secondary consideration of income. The portfolio will typically be dominated by equity funds and individual securities of established U.S. companies. In addition, a percentage of such portfolios would be committed to fixed-income securities. This portfolio is designed for investors with an investment horizon of five years or more and who do not wish to accept the inherent volatility assumed by Growth Investors.
Income & Conservative Investors
Seek current income with preservation of capital. This portfolio will typically be dominated by fixed-income securities (bonds). In addition, this portfolio usually contains minimal exposure to equities for the sole purpose of providing growth of principal and income. It is designed for investors who have a need for current income, preservation of capital and preservation of purchasing power over time.
We value the confidence each client has placed in us and recognize the importance of our role in providing for his or her financial security. Therefore, ongoing communication with our clients is crucial in establishing and executing a successful game plan. We place great importance on gathering information and in utilizing that information to develop the best portfolio to achieve your goals.
At Fagan Associates we work with our clients in determining which investor category is compatible with their needs and goals. And, together, we strive to achieve the highest level of return with the least amount of risk.