Wealth Management Services

at willingdon wealth management we fully appreciate the significance of our fiduciary relationship with each and every one of our clients. As a result, we are committed to understanding the investment goals and objectives of each client as the first step in developing a personalized long-term investment strategy. Only then can we establish the optimum asset allocation between equities and fixed income that will balance portfolio risk and return.

Consistent with our fiduciary responsibility we focus on only the highest quality securities in both our equity and fixed income disciplines. Our experience has proven that consistently buying industry-leading companies at reasonable valuations can produce above average equity investment returns with lower risk and below average portfolio turnover.

At the heart of our investment process we believe that a disciplined and repeatable approach is the only path to outstanding long-term performance. In our equity process we focus on large-cap quality growth stocks within a top-down process that includes economic cycle analysis and identification of secular growth drivers. Our equity portfolio consists of approximately 30 stocks. For fixed income portfolios our focus is on credit quality, realizing the important diversification role that fixed income typically plays in most balanced portfolios.

With the right investment strategy and an unwavering focus on quality we are confident that we can help each client achieve long-term investment success.