Companion Portfolio Management’s Investment Strategy begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. We work to understand your acceptable levels of volatility and risk. The result is a corresponding framework allocation that includes stocks, bonds, real assets and cash instruments focused within your individualized risk and return parameters. The specific allocations are populated with sector diversified selected securities based upon fundamental analysis of total return potential, tempered by technical market conditions. Your portfolio(s) are regularly monitored and adjusted as necessary as market environments and your requirements change.
Please remember that these are our thoughts and opinions only. These are not guarantees of future events and should only be used within the context of in-depth discussions of your specific investment needs and requirements.