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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.”
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.
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 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.
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.
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.
Financial guidance to preserve, grow and manage wealth starts here. Click on the link and take your first step toward reaching your goals.
540 Rte 6 & 209
Milford, PA 18337
55 Main Street
Sparta, NJ 07871
Mailing Address:
P.O. Box 909, Milford, PA 18337
Fax: (570) 296-5527
Our website is not to be considered an offer or solicitation to buy, or an offer to sell a security, nor an offer of our investment advisory services, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful. We use reasonable efforts to use information from reliable sources but cannot guarantee its accuracy or completeness. Our advice and services are personalized upon specific needs and circumstances of each individual client; our website is for informational purposes only. Past performance may not be indicative of future results. Certain links, provided for your convenience, may take you to other sites.
All stock price information is provided for informational purposes only, and is not intended for trading purposes. The Biondo Group shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
540 Rte 6 & 209, Milford, PA 18337
47 Main Street Sparta, NJ 07871
Mailing Address:
P.O. Box 909, Milford, PA 18337
1 (570)-296-5525
1 (877) 246-6367
Fax: (570) 296-5527
Our website is not to be considered an offer or solicitation to buy, or an offer to sell a security, nor an offer of our investment advisory services, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful. We use reasonable efforts to use information from reliable sources but cannot guarantee its accuracy or completeness. Our advice and services are personalized upon specific needs and circumstances of each individual client; our website is for informational purposes only. Past performance may not be indicative of future results. Certain links, provided for your convenience, may take you to other sites.
All stock price information is provided for informational purposes only, and is not intended for trading purposes. The Biondo Group shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
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Please fill out the form and a qualified Wealth Advisor will be in touch to discuss what we can do for you.