Our Investment Philosophy

At Griffith & Werner, we focus on building fully customized portfolios geared to meet the individual needs of each and every client. Our core strategy focuses on companies with rising dividends. Given that approach, we are able to generate predictable and increasing income while taking the guesswork out of sequence of returns risk. 

Too often we find that a client’s portfolio is passed along to a third-party manager with no personal input or attention. This comes with embedded and unnecessary fees, and a lack of personalization. At our firm, we believe in active management, which means that we are always evaluating your portfolio and making appropriate changes when necessary to ensure that your portfolio stays aligned with your goals. 

This proactive strategy means that you always have an advisor working for you and making intelligent, responsible decisions on your behalf.