$25MM AUM | $260,000 Rev in
My fee-based discretionary model's investment philosophy seeks out profit generating firms that return cash to shareholders on a consistent basis. In my view, the combination of dividend yield, reinvestment of dividends, and growth can generate a growing income stream that could create client wealth over time during any business cycle. My actively managed approach has 5 main investment tenants: yield, growth, diversification, free cash flow, and model portfolio management. Please call Ron Gilmore at ___-___-____ to discuss mutual opportunities.