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Our Investment Approach

We believe individual stocks and bonds are the best investments for most clients.  Where it is appropriate we will use Closed-End Funds and Exchange-Traded Funds.

The portion of a client’s portfolio allocated to individual stocks will contain 20 stocks when fully invested. We believe this weighting allows each client to take advantage of a stock that does very well. It also means that our portfolios move up and down with the markets more than typical mutual fund shares, which typically own 100 or more stocks.

We use a combination of fundamental and technical analysis to determine which stocks to buy and when to buy and sell them. Our proprietary fundamental screen analyzes dozens of characteristics for each stock in order to calculate a potential for appreciation. Click here for more discussion on the fundamental evaluation process.

Once a stock has been approved for purchase based on fundamental analysis, the technical screen recommends buy and sell prices. No matter how much we like a stock, we will not buy it if the technical screen doesn’t tell us the time and price are right. This means we may hold cash, sometimes for many months in a weak market. Click here for more detail on our proprietary technical screening process.

 


 

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Crow Financial Advisors

Personalized investment strategies.
Innovative downside protection.
Trustworthy advisors with integrity.
Engineered risk.

Financial peace-of-mind.

 

Thomas A. Crow, President

Albuquerque, New Mexico
Email: info@crowfa.com

Call: 505.243.2281

 

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Crow Financial Advisors is an independent Registered Investment Advisory firm and acts as an investment manager for individuals and institutions.
This communication is for informal purposes only and nothing herein should be construed as a solicitation, recommendation or offer
to buy or sell any securities or products, and does not constitute legal, tax or investment advice.

Crow Financial Advisors may only transact business in a state if it is first registered or excluded or exempt from registration.
Please contact us if you have questions about our ability to work with you.