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Investment Philosophy |
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At William Ross and Associates it is our belief that original research is a competitive advantage. Giving investment advice requires doing your homework. Selecting the appropriate investments for a client should be labor intensive and that is why we do our own research. Our research is enhanced by access to excellent proprietary research and technology systems that provide us with the best information available to make good investment decisions for our clients. Each client can expect that we will customize their portfolio based on the clients need, risk tolerance, and interests.
Our investment philosophy is based on the belief that investing in select individual stocks over time is the most effective means of achieving superior rates of returns. For most of our clients, this core belief forms the foundation of the portfolios that we construct. In order that our accounts reflect the required diversification, where appropriate, we utilize fixed income securities, real estate securities, exchange-traded funds, and cash to augment the individual securities in our portfolios.
Investing our client's money is a privilege, it reflects the trust they have in us. We take this responsibility seriously
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