Welcome When we purchase a common stock, we own a portion of the total company. Decades of experience have convinced us at The Huguenot Investment Group that over time these company shares will trade at a fair price. We also have observed that, for a variety of reasons, there will be times when companies are fully valued and other times where they are inexpensive. Our strategy is to take advantage of mispriced stocks and receive, if possible while we wait, income through dividend distributions.
We use a number of measures to evaluate the fair value of a stock and to understand why it is trading at its given level. We build portfolios by taking advantage of these mispriced stocks and bonds believing they will eventually rise to fair value.
Richmond Office Rocky Mount Office 919 E Main St, STE 2000 2933 Sunset Ave, STE C Richmond, VA 23219 Rocky Mount, NC 27804 (804) 225-1488 (252) 451-7084 (800) 627-2624 (800) 643-4503
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact us today to discuss what sets us apart and to learn how we can be of service to you.
Please contact us to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.
October 24, 2017
The Donor Advised Fund
September 19, 2019
October 20, 2017
Estate Planning Basics