Broker Check

Individual Stock Strategies

Investing in individual stocks always begins with a defined target such as growth, income or price.

When we build your portfolio of individual stocks we hand pick each company to ensure that our methodology is in line with your viewpoint.  Think of it as your own personalized porfolio.

We'll Evaluate Each of Your Stocks Using a variety of Key Metrics to Determine Quality.

Stocks we own have been chosen either for strength in earnings or for having a consistently high dividend.  Regardless of which category they compete in, these companies have historically demonstrated strength relative to their peers over time.

Once Your Strategy is in Place, You'll Monitor Progress Conveniently Online.

Investors who prefer owning individual stocks enjoy knowing each company by name.  Additionally, they are looking for the potential to outperform the market by owning companies with the strongest prospects for growth over the long-term.

Schedule a Meeting in Santa Barbara

Schedule a Meeting in San Luis Obispo

Bryan Foronjy, CFP®

 

Founder and Principal Wealth Manager

805-543-1033

[email protected]

Bryan decided on creating a practice focused on those clients who value a personal relationship with a seasoned practitioner who is likely to stick with them for the long term.

 

Read more

Casey Marks

Director of Business Development

805-880-9444

[email protected]

Casey brings to his work a level of professionalism, engagement and a personal touch that lends very well to the way Foronjy Financial serves our distinct clientele. Casey spent over a decade with Fidelity Investments mastering many...

Read more

*No strategy assures success or protects against loss. Investing involves risk including loss of principal. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.

Have a Question

Name
Email
Phone
Question
Thank you! Oops!