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. Too often, a client’s portfolio is passed along to a third-party manager with no personal input or attention. It’s inputted into a general turnkey asset management program (TAMP) or mutual fund portfolio with increased fees and little customization.
At our firm, we believe in active management, which means that we are always evaluating your portfolio and making changes that are 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. Our dividend strategy helps tackle some of the most important concerns when investing for retirement – sequence of returns and predictable cash flow.
You need an advisor who will work just as hard growing your principal as you worked earning it. You’ve done the hard work and now it’s time to enjoy your wealth and trust a professional to do the heavy lifting. We help our clients get more out of their money with this active approach.
111 Mountain Brook Drive
Canton, GA 30115
816 Old Hornage Rd
Ball Ground, GA 30107
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Advisory Services offered through Griffith & Werner, Inc., a Registered Investment Advisor.