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Asset Management
Hendrickson, C.H. Douglas and Gray, LLC is a
fee-based registered investment advisor. We work closely with our clients
to understand their long-term financial goals and their risk tolerance.
As a firm, HDG has an investment philosophy that is distinctly
value-oriented. The academic research shows that broadly diversified
portfolios weighted towards value and dividend paying equities will
produce higher returns over the long term. Additionally, the firm has made
a strong commitment to keeping the expenses associated with investing,
such as commissions, mutual fund management fees and the like, to a
minimum. Finally, the firm is committed to creating tax efficient
portfolios. The hidden and not so hidden costs of fees and taxes can
dramatically reduce the total return of a portfolio. For this reason, HDG
largely creates its portfolios by using exchange traded funds (ETFs).
We welcome the opportunity to sit down with you and discuss your financial
future. |
