Individual Stock Strategies

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

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.

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.

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.

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Schedule a Meeting in San Luis Obispo

Bryan Foronjy, CFP®

 

Principal Wealth Manager

805-543-1033

[email protected]

As a CERTIFIED FINANCIAL PLANNER™ professional, Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering sound advice drawing from over a decade of experience.

 

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Casey Marks

Wealth Management Advisor

805-880-9444

[email protected]

As a Wealth Management Advisor at Foronjy Financial, Casey brings his depth of industry knowledge, strong work ethic, and his positive attitude to the team.

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Jennifer Foronjy

Director of Client Relations

805-600-1620

[email protected]

As the Director of Client Relations at Foronjy Financial, Jennifer focuses her time and energy on creating an authentic, world class experience for all clients.

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*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.

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