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Investment and Portfolio Management

Speak to Financial Planners Anthony and Alexander regarding your investments

Anthony and Alexander specialize in assisting individuals and businesses with managing their investment portfolios. The investment philosophy, simply stated, is to take risk only if it is worth the reward.

They prefer a Fee-based approach whereby they manage investments on a no-commission basis. Many other advisors earn high commissions for the products that they sell. Using a fee-based approach, Anthony and Alexander are aligned with your best interests. 

Anthony Petsis & Associates has 3 differentiators when it comes to the investment philosophy of most individual investors and other advisors. These 3 areas are key to setting up a solid investment portfolio:

Individual Stocks and Bonds

We believe in using no cost investments as cost can be a major determinant of return. You will often see individual stocks and bonds in our client portfolio, where possible.

This set-up can also provide tax reduction opportunities that you may not have in ETFs or mutual funds.

Laddering Cash-flow using Bonds

Many advisors do not have the scale or ability to manage individual fixed income securities. We believe that owning the real bond is important as we have seen the poor behavior of bond fund investors effect returns. We set up your portfolio so that when you need income, a bond is maturing and paying into your account to provide it.

Avoiding the "Hot" Investment

We have seen it too many times- dotcom stocks, hedged equity, gold...we don't feel many of these asset classes that everyone chases provide value for the typical investor. A diversified portfolio of stocks and bonds matched to your risk level, overtime, tends to outperform these volatile asset classes.

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