Investment Philosophy


Our Investment Philosophy

We pursue an "Independent and Pro-active Management Styleā€¯ that does not involve trading, but rather allows us to think ahead instead by reacting to news and market changes.
Wealth and Investment Philosophy


At RealGrowth we purchase most of our securities with a long-term view to their potential growth, and with their ability to pay dividends and increase them over time. We sell a security when it is deemed that the potential has been achieved or conditions in the security, or the industry it is a part of, have changed such that the risk/reward no longer compels us to maintain a position in it. Long-term stable growth with dividends that fit into our top down (geopolitical) Asset Allocation Model, are the key in our approach.

Become a RealGrowth Client:

  • We will meet and review your financial position, and your Objectives, Risk Tolerance and Constraints.
  • We will then work out a plan best suited to your needs and review it with you.
  • We will make arrangements for the establishment of an account(s) IN YOUR OWN NAME
  • We will at your request be available to help in your Overall Financial Planning whenever the need arises.
  • We will service your account with dedication and care such as only an owner/operator can.

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for"