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Our firm is a registered investment advisor and our niche clientele is professional fiduciaries (trustees, conservators and guardians) who must comply with prudent investor laws. Those laws generally require the fiduciary to diversify the investment of his client s assets and manage risk, as well as return. Stylus is the first and, to date, only […]
Our firm is a registered investment advisor and our niche clientele is professional fiduciaries (trustees, conservators and guardians) who must comply with prudent investor laws. Those laws generally require the fiduciary to diversify the investment of his client s assets and manage risk, as well as return. Stylus is the first and, to date, only tool that has enabled us to effectively employ the principles of Modern Portfolio Theory to develop diversified equity portfolios with historic risk of loss ranging between that of intermediate-term and long-term bonds, yet with five-year returns in the teens. As a direct result of the applications Stylus has made possible for us, we have become nationally recognized experts in fiduciary investing and sought-after speakers at state and national fiduciary conventions. Stylus has made us who we are today.