Our Investment Philosophy

It All Begins With A Plan

Our philosophy is to help preserve and enhance our client’s financial well-being.  We strive to accomplish this by creating a comprehensive goal-oriented investment plan and following a disciplined investment strategy.  Joseph J. Quigley, Associate Vice President - Investments, helps our clients to identify their goals and values, and records their short and long term financial needs and desires in an investment plan that takes into account all assets.  He then guides clients in their understanding of how they can take steps to help ensure the highest probability of success in meeting their objectives. 

We Help You Choose The Most Suitable Strategy To Execute Your Plan

Paul T. Murray, Associate Vice President - Investments, ChFC^®, CDFA™ will carefully select portfolio managers and investment strategies for our clients, to execute a comprehensive plan that we believe is in their best interests, and to consistently track their progress toward reaching their goals. With a truly open architecture of investment managers, funds, products, and services to choose from, Mr. Murray can help our clients construct portfolios that are designed to help meet their their objectives with the least amount of risk, and without the limitation of using only proprietary products.  We believe that no one fund family, or research firm has a monopoly on good ideas, and Mr. Murray has the ability to be impartial and client-focused in implementing an investment plan. By using a fee-based structure based on assets under investment, rather than commissions, we eliminate the conflict of interest that may exist in traditional "stock broker" relationships.*

Risk Management is a High Priority

Mr. Quigley and Mr. Murray focus their attention on risk management and tax saving strategies.**  They recognize that advice on control of assets, portfolio structure, and asset titling are among the most important keys to long-term success in any investment plan.  While we understand that all investors seek the highest possible returns, we believe that it is even more important for them to protect their assets - to truly understand the idea of risk.  As such, risk management and communication with the client's other key professional advisors is a high priority for managing our client portfolios.

**Wachovia Securities is not a legal or tax advisor.  Be sure to consult with your own tax and legal advisors before taking any action that may have tax consequences.