Successful investing is a key to turning your most important financial goals to reality. At North Scottsdale Wealth Advisors, we believe investing is too important to outsource to distant, one-size-fits-all mutual-fund and money-manager firms. That’s why we proudly craft actively managed, customized client portfolios.
Our clients’ investments are handled personally by NSWA President, CEO and Senior Portfolio Manager David Kahn. David brings more than two decades of experience investing at major Wall Street firms to a boutique environment—one in which clients’ interests are paramount.
NSWA portfolios are customized to meet each client’s unique situation and objectives. Our allocations can lie anywhere on the spectrum between all-stock, all-bond and balanced. The objective: To achieve maximum total return (market appreciation plus income) with the lowest amount of downside risk.
To help our clients achieve their goals, we do our own investment research and hand-select stocks, bonds and other investments. This approach allows us to better customize portfolios, and it provides direct accountability to our clients.
We invest primarily in individual bonds and equity securities in all sectors and capitalization categories. In selecting securities, we use fundamental analysis (gauging the inherent strength and growth potential of a company) and technical analysis (measuring a security’s performance relative to the market).
Our equity strategies heavily favor dividend-paying stocks. Dividends help to support and smooth out portfolio returns, and companies with solid dividend histories tend to perform better over the long term. On the fixed-income side, we typically use “ladders" of government, municipal and/or corporate bonds with differing maturities.
Finally, we include exchange-traded funds, preferred stocks and real estate investment trusts (REITS), where deemed appropriate, to potentially manage risk or capture gains. We may also use risk-hedging techniques and market-inverse securities to help position portfolios for market downturns.
As an independent firm, we aren’t limited to those approved by a large bank or other corporate parent. We use an open-architecture, institutional platform to provide the widest range of investment choices. Our platform provides advantages such as competitive fees, timely trade implementation and easy client access 24/7 to portfolio information.
Please contact us if you would like to request a complementary review of your investment portfolio.