Our philosophy is to preserve and enhance the purchasing power of our clients' capital over time. Asset allocation is critical to the success of each portfolio and contributes to long term investment results.
We believe that common stock ownership provides the best opportunity for investors to achieve solid long term results. We seek to achieve superior long term results by purchasing stocks of growing, financially sound companies at a discount to our assessment of their intrinsic value. This active style of asset management is most often categorized as Value or GARP (Growth At a Reasonable Price).
Appropriate, well-researched fixed income securities and Master Limited Partnership units are used to produce income while reducing volatility.
7200 Wisconsin Ave., Ste. 1103, Bethesda, MD 20814 Tel: (301) 656-9038
Westbourne Investment Advisors, Inc.