Investment Management

At The Price Group, we partner with some of the leading investment research firms to help us make high quality investment decisions for our clients. You will find that our stock strategies own individual stocks (not mutual funds), and we also gravitate towards individual bonds when appropriate. This reduces your overall cost of an investment portfolio while also giving you greater control over your tax planning.

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A bond ladder is a portfolio of fixed-income securities in which each security has a significantly different maturity date.
The purpose of purchasing several smaller bonds with varying dates of maturity rather than one large bond with a single maturity date seeking to minimize interest-rate risk, increase liquidity, and diversify credit risk.
Duration can measure how long it takes, in years, for an investor to be repaid a bond’s price by the bond’s total cash flows. Duration can also measure the sensitivity of a bond’s or fixed income portfolio’s price to changes in interest rates.
Equity securities may fluctuate in response to news on companies, industries, market conditions and the general economic environment. Companies cannot assure or guarantee a certain rate of return or dividend yield; they can increase, decrease or totally eliminate their dividends without notice.
A portfolio concentrated in a single market sector may present more risk than a portfolio broadly diversified over several market sectors.
Any type of continuous or periodic investment plan does not assure a profit and does not protect against loss in declining markets.  Since such a plan involves continuous investment in securities regardless of fluctuating price levels of such securities, the investor should consider his financial ability to continue his purchases through periods of low price levels.
Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are appropriate only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss. Alternative Investments typically have higher fees than traditional investments. Investors should carefully review and consider potential risks before investing.
Alternative investments involve complex tax structures, tax inefficient investing, and delays in distributing important tax information. Individual funds have specific risks related to their investment programs that will vary from fund to fund. Clients should consult their own tax and legal advisors as Steward Partners Investment Solutions, LLC does not provide tax or legal advice.