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Investment Strategies

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.

A brief description below of our investment strategies shows our ability to employ diverse investment strategies to meet your individual needs. A robust monitoring system, continuing communication and proactive portfolio adjustments, when needed, mean results for you.

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.
Focus Strategy Fact Sheet
as of September 30, 2021
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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.
Growth Strategy Fact Sheet
as of September 30, 2021
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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.
Dividend Strategy Fact Sheet
as of September 30, 2021
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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.

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.

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.

Please refer to the Firm’s ADV 2021 for complete information about our investment strategies.
Additional information can be found in our Customer Relationship Summary on ADV Part 3 Form CRS.
We, along with our clients, value our independence and the flexibility it affords us –simply put, your interests come first.