Investment Philosophy

Larry Myny is a strongly disciplined investment advisor, with patience and determination.

While he always keeps his eye on the important economic indicators, he is not swayed by what is trendy or what is in the news on any given day. His philosophy is to follow the fundamentals and invest strategically, and clients appreciate his deep and dedicated understanding the stock market and its historical trends.

Larry's investment strategy is to personally select stocks that best support the long term plans of each of his clients. In taking this approach, the focus is on putting your money in the right investments poised for patient, long-term growth.

Larry firmly believes that you should build your portfolio the way you would build your own business.

He has a proven track record of weathering the storm – strong, steadfast, and secure – building wealth for longevity. He invites investors to bring their current mix to the table for an honest and experienced opinion, to see if his approach can indeed do better than their current investment performance.

KEY CONSIDERATIONS FOR AN EFFECTIVE ANNUAL PORTFOLIO REVIEW

For many things in life, it's a good idea to have frequent checkups – regular tune-ups for your car will prolong its life, undergoing a yearly physical with your doctor can confirm if you're healthy, and checking your heating/air conditioning systems annually ensures they're functioning properly. Your finances are no different. Meeting your Investment Advisor for an annual review of your portfolio will keep you on your way to achieving your investment goals

Our Service Commitment

Quality client service is a hallmark for our business and one of our main tenets is that our clients do not have to deal with automated phone systems and voicemail. During regular business hours, our team members are committed to being readily available to personally assist you when you call.

THE IMPORTANCE OF AN INVESTMENT ADVISOR RELATIONSHIP

When thinking about your relationship with your advisor, you probably focus on how well you trust them. Your trust may be in their professional expertise and their ability to provide you with knowledgeable advice, but think about how well you trust them with your information. Are you willing to be completely open with your advisor in exchange for a more comprehensive analysis of your financial planning needs?