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What We Do |
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Investment Management |
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Sound investment management is the cornerstone of our work. In today's world investors need someone to work actively to build and monitor portfolios to give them the best possible opportunity to meet their financial goals. In our view this cannot be done by forcing one size fits all strategies commonplace in our industry. We believe in customization and have built the necessary systems and strategies to provide clients with investment management services that are truly designed for them.
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Each client has his or her own risk tolerance and unique financial circumstance; we design our portfolios to reflect this fact. At William Ross and Associates the core of our investment philosophy is to select high quality individual securities. Because we customize client portfolios we do not hold to only one investment style. Our portfolios include both growth and value stocks and we view diversification among the various economic and industry sectors to be of vital importance over time. Our goal is to outperform the S&P 500 on a consistent basis, so we overweight areas of the market or particular sectors that we think are likely to outperform the S&P. We review each portfolio at least quarterly to make sure that it is consistent with our firm's strategy and market conditions.
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