Investment Philosophy

INVESTMENT PRINCIPLES

  • Identify & reach your investment goals
  • Maximize long-term returns while minimizing risk
  • Minimize portfolio turnover
  • Carefully construct and manage your custom portfolio

Our investment philosophy is conservative and aimed at maximizing long term returns while minimizing risk using the investment techniques developed by our firm during its history of proven performance. Our clients’ portfolios range from balanced portfolios, allocating assets to a combination of high quality stocks and investment grade bonds and augmented by a cash reserve, to portfolios of all equities. We work with you to determine the account allocation suitable to meet your investment goals while taking the minimal amount of risk on your behalf. Aull & Monroe seeks superior relative returns over time through diversification, minimization of risk and the benefits of compounding.

Aull & Monroe, INC.