Plan.
Endure.
Grow.
Investment Strategies
Our Investment Philosophy
At Biondo Investment Advisors, we believe in finding outstanding and undervalued businesses with a sustainable competitive advantage led by high quality management teams. We uncover opportunities by conducting our own in-depth research at the company level and invest for the long term. We stand behind our investment ideas and research, and invest in these same strategies right alongside our clients.
Focus Strategy
A portfolio of generally 25 or less securities that pursues stocks with growth characteristics in all market capitalizations. Typically 20% or less leverage may be employed. Put and call options may be purchased or sold.
Growth Strategy
A portfolio of generally 35 or less securities that pursues stocks with growth characteristics in all market capitalizations with a large cap emphasis. Typically 20% or less leverage may be employed. Put and call options may be purchased or sold.
Dividend Strategy
A portfolio of generally 35 or less primarily income generating securities in all market capitalizations with a large cap emphasis that may include Master Limited Partnerships (MLP’s). Call options may be sold against stock positions in the portfolio.
Fixed Strategy
A portfolio of generally 20 or less exclusively fixed income securities. Portfolio selections are made based on relative strength versus other fixed income securities available for inclusion.
International Strategy
A portfolio of generally 20 or less international securities in all market capitalizations. Portfolio selections are made based on relative strength versus other international securities available for inclusion.
Focus Strategy
A portfolio of generally 25 or less securities that pursues stocks with growth characteristics in all market capitalizations. Typically 20% or less leverage may be employed. Put and call options may be purchased or sold.
Growth Strategy
A portfolio of generally 35 or less securities that pursues stocks with growth characteristics in all market capitalizations with a large cap emphasis. Typically 20% or less leverage may be employed. Put and call options may be purchased or sold.
Dividend Strategy
A portfolio of generally 35 or less primarily income generating securities in all market capitalizations with a large cap emphasis that may include Master Limited Partnerships (MLP’s). Call options may be sold against stock positions in the portfolio.
Fixed Strategy
A portfolio of generally 20 or less exclusively fixed income securities. Portfolio selections are made based on relative strength versus other fixed income securities available for inclusion.
International Strategy
A portfolio of generally 20 or less international securities in all market capitalizations. Portfolio selections are made based on relative strength versus other international securities available for inclusion.
As Fiduciaries We Work for You
Biondo Investment Advisors, LLC is an independent, fee-only Registered Investment Advisor, held to the highest of legal and ethical fiduciary standards. Our independence means the guidance we offer is not tied to any particular financial company or investment firm. Our Wealth Advisors build an investment strategy based solely on your needs and priorities, rather than on satisfying sales quotas or recommending specific financial products. With true objectivity and transparency, we are dedicated to serving your best financial interest.
“We stand by our investment ideas and strategies by investing right alongside our clients.”
Asset Allocation
Finding a Balance
That
Works For You
We firmly believe that asset allocation is one of the most important investment decisions that an investor makes. The correct balance of stocks, bonds, and cash is crucial to a portfolio performing in-line with investor expectations. When making asset allocation recommendations we consider age, investment objectives, risk tolerance, time horizon, and current market sentiments.
From aggressive growth portfolios to conservative income portfolios, and anything in between, we are here to help you decide what the proper asset allocation is for you.
Our equity separately managed accounts are comprised of one or more of our equity strategies, and paired with fixed income, international, or alternatives investments. Our ETF accounts are comprised of ETF’s that are selected based on relative strength versus other opportunities in Domestic Equity, International Equity and Fixed Income.
Riskalyze
How Much Risk Should I Take With My Investments?
Just as goals are unique to each individual, so is how they look at rewards and risks. It all starts with identifying your Risk Number. Determining how fast you’re comfortable traveling on your investment journey is the first step we take in helping us ensure your portfolio aligns with YOUR investment goals and expectations.
We utilize this quantitative tool to help you visualize how much risk you want, how much risk you need to take to reach your goals or how much risk you actually have in a portfolio. Riskalyze can stress test how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.
We will also review your progress toward your financial goals by building a personalized Retirement Map. When we finish walking you through the process, you’ll fully understand what we can do to increase the probability of success – not just for today but throughout your lifetime.
Get Perspective
What's Your Risk Number?
Get your Risk Number now for free and we will follow up with you! Complete this quick questionnaire which shows real dollar amounts of how much you are willing to risk for potential gains.
Discretionary Exchange Traded Funds (ETF) Portfolios
As part of a multi-disciplinary platform and based on an analysis of suitability, clients may choose to assign varying percentages of portfolio assets to strategies in Domestic Equity, International Equity or Fixed Income ETF’s. See our portfolio offerings on the Asset Allocation page.
Portfolio Managers may rebalance portfolios and indicated percentages of each strategy included in a portfolio may fluctuate 5% to 10% based on market conditions. Up to 20% margin may occur based on client circumstances and short term situations.
Discretionary Equity Portfolios
Based on an analysis of suitability, clients may choose to assign varying percentages of portfolio assets to different strategies. See our portfolio offerings on the Asset Allocation page.
Portfolio Managers may rebalance portfolios and indicated percentages of each strategy included in a portfolio may fluctuate 5% to 10% based on market conditions. Securities may include mutual funds and Exchange Traded Funds (ETF’s) to represent a market component when appropriate. Up to 20% margin may occur based on client circumstances and short term situations.
Please refer to the Firm’s ADV 2024 for complete information about our investment strategies.
Additional information can be found in our Customer Relationship Summary on ADV Part 3 Form CRS.
