OUR STRATEGY
Others avoid risk. We embrace it
Tricks of the Trade
Most people invest in a broad range of stocks to ensure portfolio diversity and to minimize risk. Mutual funds are great tools for those looking to make small to modest returns on their investments; but saving for retirement is a race against time. Modest returns may not get you where you need to be for your Golden Years.
Balance is Key
Wall Street is a vehicle of opportunity. Everyone is familiar with the phrase “high risk, high reward.” Making safe investment decisions won’t provide you with hefty returns, but taking on unnecessary risk is not the solution. We strive to find the balance between safety and risk to maximize your earning power.
The BF/Anderson Approach
With our strategy, your investments will be directed into a small group of carefully selected stocks. Using the right information and calculated projections, a little risk can go a long way. Our strategy will help you get there — we call it focused investing.
Focused Investing
Diversification provides safety. We're focused on growth.
Rather than investing in a broad range of diversified stocks, our advisers urge clients to concentrate their investments into a smaller group of 7 to 10 companies that we carefully select for our portfolio. Over-diversification makes it difficult to carefully monitor the companies in a portfolio of 20-30 stocks. Our strategy streamlines the process, allowing us to stay ahead of emerging market trends through in-depth research and daily monitoring.
Let’s Talk About the Life You Want Your Wealth to Build.
LET’S TALK ABOUT WHAT’S POSSIBLE
Share where you're headed, what concerns you, and what you want your wealth to make possible. Together, we can determine whether BF Anderson's disciplined, growth-focused investment approach is the right fit.