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 Learn More About Our Managed Portfolios Bryan Foronjy, CFP® Principal Wealth Manager 805-600-1600 [email protected] Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering sound advice drawing from nearly two decades of professional experience in the financial services industry. Read more Casey Marks Wealth Manager 805-600-1610 [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. Read more Chris Bradley, CFA® Wealth Manager Assistant 805-321-8865 [email protected] As Wealth Manager Assistant Chris has a wide variety of responsibilities including Client Service, Account Rebalancing, Compliance Supervision, and Firm Operations. He also holds the designation of Chartered Financial Analyst (CFA®). Read more 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. Read more Read Our Frequently Asked Questions *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 Address Phone Question Thank you! Oops!