PHILOSOPHY
Our investment philosophy is aimed at maximizing long term returns while minimizing risk using the investment techniques developed by our firm during its long history.
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. Aull & Monroe seeks superior relative returns over time through diversification, minimization of risk and the benefits of compounding.
PRINCIPLES
- Identify & reach your investment goals
- Maximize long-term returns while minimizing risk
- Minimize portfolio turnover
- Carefully construct and manage your custom portfolio