Services
Investment Management
The central premise of our investment strategy is the belief that over time, stock prices are driven by the underlying company’s sales and profit growth. We invest in companies, not markets. As a client, you can feel confident knowing we “eat our own cooking,” and invest right alongside you.
Biondo Investment Advisors follow the principle that transparency and trust matter when it comes to financial advice. We are an independent, fee-only firm, meaning we do not receive other forms of compensation other than the fee we receive from the clients we work with, based on assets under management. As fiduciaries, we have a regulatory obligation to put our clients’ best interests ahead of our own. Investment recommendations are made that best serve the client, not the advisor.
Integrity.
Service.
Results.
"Know what you own, and know why you own it."
Investment Management
Risk and Diversification
Portfolio design is one of the greatest influencers of returns. Proper investment diversification and asset allocation involves balancing opportunities to optimize returns while mitigating risks. We design a variety of diversified portfolio models that spread risk across different asset classes, helping to minimize losses during market downturns. Investing is not about timing the market but rather implementing a clearly defined strategy with a long-term disciplined approach. Our Wealth Advisors recommend suitable strategies by first identifying the risk/reward requirements of each individual client, for both their short-term needs and long-term objectives.
Investment Management
Tax-Efficiency
Investment returns are one aspect of growing wealth, but what you keep after taxes is another. A dynamic approach to tax strategy is important to keep up with changes in state and federal tax laws. By not shying away from individual stocks and bonds, we have the capability to utilize various tax strategies to meet unique needs. Ranging from straightforward tax loss harvesting to more customized approaches, like using options to safeguard concentrated positions, those with large embedded capital gains or substantial employer stock holdings. Our clients’ objectives, time horizon, and risk tolerance will influence their investment options, but tax awareness is essential to their investment management.
Investment Management
Risk and Diversification
Portfolio design is one of the greatest influencers of returns. Proper investment diversification and asset allocation involves balancing opportunities to optimize returns while mitigating risks. We design a variety of diversified portfolio models that spread risk across different asset classes, helping to minimize losses during market downturns. Investing is not about timing the market but rather implementing a clearly defined strategy with a long-term disciplined approach. Our Wealth Advisors recommend suitable strategies by first identifying the risk/reward requirements of each individual client, for both their short-term needs and long-term objectives.
Investment Management
Tax-Efficiency
Investment returns are one aspect of growing wealth, but what you keep after taxes is another. A dynamic approach to tax strategy is important to keep up with changes in state and federal tax laws. By not shying away from individual stocks and bonds, we have the capability to utilize various tax strategies to meet unique needs. Ranging from straightforward tax loss harvesting to more customized approaches, like using options to safeguard concentrated positions, those with large embedded capital gains or substantial employer stock holdings. Our clients’ objectives, time horizon, and risk tolerance will influence their investment options, but tax awareness is essential to their investment management.
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.
Investment Management
Our Proven Process to Drive Your Success
Strategies that align your investments with broader financial objectives, such as saving for retirement, funding education, or wealth transfer, ensure your investments are more likely to meet your specific needs. We monitor, adjust, and rebalance as market conditions and your evolving needs change.
Ready to Secure Your Financial Future?
Speak with an Advisor to discuss how we can create an actionable investment strategy for you.
