Dedicated to earning your trust

We work with clients who understand the value of working with experienced professionals to help navigate their financial journey. We help our clients by:

  • Listening to what’s important to them
  • Building a wealth plan
  • Implementing an investment strategy
  • Reviewing and revising strategy when things change

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.      


Contact Information

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 


Political reality checks

As the U.S. elections approach, we look at how the candidates’ policy prescriptions could play out under the most plausible election outcome scenarios, and highlight the checks and balances that could limit the impact of politics on financial markets. Read the full economic outlook in the latest edition of Global Insight.

 

Retirement is your next long-term venture

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.

Latest Insights

U.S. earnings are moving in the right direction

With Q2 earnings better than feared, what does this mean for the 2020–21 earnings outlook? And is the market’s current valuation a sticking point?

Read more

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