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Investment Philosophy  
  • Growth and income investment management
  • Client driven and customized strategies based on an understanding of the markets long-term historical returns, and their interrelationships over the next 1 to 3 years
  • Balanced accounts developed around client attitudes in terms of income needs and risk tolerance
  • For equities, the primary focus is on long term, high quality growth with reasonable risk
  • Equity investment style is market driven and flexible
  • Diversification based on core investment themes and sectors
  • Fixed income for structural balance and primary source of current income
  • Discipline and controls (purchases and sales)                                  




 
 
   

Diversification does not guarantee a profit or prevent a loss of principal amount invested.

Securities offered through National Securities Corporation (NSC), Member FINRA/SIPC. Advisory Services offered through National Asset Management, Inc. (NAM), an SEC registered investment advisor and affiliate of NSC. Insurance products offered through National Insurance Corporation (NIC). Hilton Head Asset Management Groupis not affiliated with NSC, NAM, or NIC.

Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity® Investments Company - and/or - Accounts are carried by COR Clearing, Member FINRA/SIPC.