Private Client Group  
Process Style Strategies Services
May 25, 2013
 
 
 

Process

Style

Strategies

Services

 
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Our Investment Style:

At Biondo Investment Advisors we believe there's more art than science to managing investment portfolios.

  • We customize asset allocations for individual Clients, generally concentrating on fewer companies than most investment advisors.
  • We attempt to reduce investment volatility through rigorous research and analysis.
  • We aim to control risk through asset allocation and industry diversification.
  • We seek to outperform comparably allocated indexes.

Equity Markets

  • We base our investment philosophy on time in the market – not timing the market.
  • We hold stocks as long as a company's fundamentals remain consistent with our established criteria, resulting in very low portfolio turnover.
  • We are mindful of tax considerations, but cost basis is usually not a factor in our decision to sell.

Fixed-Income Markets

  • We look for bond investments that will preserve principal while providing current income.
  • We analyze each individual's tax situation, and strengthen and protect portfolios by monitoring interest rates and purchasing high-quality bonds with laddered maturity dates.

 

 
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