I believe in fully transparent portfolios of individual securities, rather than costly mutual funds or sometimes illiquid and frequently over diversified ETF’s.
Tim Dougherty, Founder
About Me
I’m a different kind of Financial Advisor.
I take direct responsibility for investments and don’t hand them off to someone else to invest, unlike others who just know how to enter amounts into computer programs.
Check out the FINRA site and ADV1 & ADV2 here.
I believe that knowing exactly what you own builds confidence.
That’s why I work with fully transparent portfolios of individual securities, rather than costly mutual funds or sometimes illiquid and frequently over diversified ETF’s.
Conviction based portfolios provide the basis for a deeper understanding of investment fundamentals.
A financial plan is only as good as the investment behavior of the client.
I’ve learned that unless a client has an intellectual connection with the specific components of the investment portfolio which primarily implements that Plan, they are likely to do exactly the wrong thing at the wrong time.