Helping You Achieve Your Financial Success.
Following the Graham and Dodd style of investing in equities and fixed income, we focus on finding mispriced, undervalued, quality investments to help create long-term wealth with a margin of safety. Putting our clients' best interests first, we work together with them to reach their personal investment goals.
With the U.S. equity bears starting to come out of the woodwork, we think investors should look beyond the correction and not just follow the pack. In fact, the swoon may actually work in investors’ favor as high-quality stocks are starting to go “on sale.” Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:
The Bipartisan Budget Act of 2015 signed into law by President Obama on November 2, 2015 includes impactful changes to how retirees may elect to receive Social Security benefits. While the effective date of the legislation began for some provisions on November 2, it is important to know how the remaining provisions will impact you as they are phased in. Different rules will apply depending on your age. Learn more about the provisions of the Act and contact me today to discuss how these changes may apply to you.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation click on the Contact Us box.
Chris Swatta is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KS, MA, MD, ME, MI, MT, NC, NJ, NY, OH, PA, RI, SC, SD, TX, VA, WA, WV
Chip Swatta is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KS, MA, MD, ME, MI, MT, NC, NJ, NY, OH, PA, RI, SC, SD, TX, VA, WA, WV
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.