Our Philosophy
Simply stated, we believe that the client-advisor relationship
should be based on an incentive to build wealth. Thus, because our
compensation is singularly derived as a percentage of assets under
management, it is to both the benefit of the client and the advisor
for these assets to grow.
This simple dynamic allows us to focus on the management of our
clients’ financial affairs, rather than on the selling of investment
products. As a result, we minimize rather than maximize investment
transactions. And for those transactions deemed necessary,
significant discounts are provided since we only do business with
discount brokerage firms which do not employ commissioned
stockbrokers. Thus, the potential for conflicts of interest are
eliminated.
Our Investment Approach
From our beginning in 1987, Charles De Rose, Inc. has
had a goal of providing customized portfolios and
personalized service. We do so because we know that
each client has a unique set of investment goals…..
and it’s our job to help clients achieve them.
De Rose, Inc. offers equity, fixed income, and balanced
portfolio management, primarily for individuals and
retirement plans. We have a simple investment
philosophy….. which is to meet our clients’ investment
objectives while dealing with the volatility and
cycles of the domestic and international markets. We
measure our success not only by the net gain of client
portfolios, but also by our clients’ overall sense of
security and complete satisfaction.
At De Rose, Inc. stocks are selected first for long term
capital appreciation and second for income. Bonds are purchased to
generate current income and to provide principal stability. We use a
“laddered” bond approach, which simply means we buy bonds with
different maturity dates. This results in a consistent investment approach
during periods of rising or falling interest rates. Cash is managed for
liquidity, stability and income. We participate in global markets generally
by investing in domestic companies with large international operations or
through foreign companies that have American Depository Receipts listed
on a U.S. Exchange.
Unless we’re in the rare occasions when stock or bond values
seem unduly excessive and vulnerable, we’ll make asset allocations
changes gradually. We’re dedicated to long term capital preservation,
strictly adhering to a philosophy of quality investments.
Simply stated, we believe that the client-advisor relationship
should be based on an incentive to build wealth. Thus, because our
compensation is singularly derived as a percentage of assets under
management, it is to both the benefit of the client and the advisor
for these assets to grow.
This simple dynamic allows us to focus on the management of our
clients’ financial affairs, rather than on the selling of investment
products. As a result, we minimize rather than maximize investment
transactions. And for those transactions deemed necessary,
significant discounts are provided since we only do business with
discount brokerage firms which do not employ commissioned
stockbrokers. Thus, the potential for conflicts of interest are
eliminated.
Our Investment Approach
From our beginning in 1987, Charles De Rose, Inc. has
had a goal of providing customized portfolios and
personalized service. We do so because we know that
each client has a unique set of investment goals…..
and it’s our job to help clients achieve them.
De Rose, Inc. offers equity, fixed income, and balanced
portfolio management, primarily for individuals and
retirement plans. We have a simple investment
philosophy….. which is to meet our clients’ investment
objectives while dealing with the volatility and
cycles of the domestic and international markets. We
measure our success not only by the net gain of client
portfolios, but also by our clients’ overall sense of
security and complete satisfaction.
At De Rose, Inc. stocks are selected first for long term
capital appreciation and second for income. Bonds are purchased to
generate current income and to provide principal stability. We use a
“laddered” bond approach, which simply means we buy bonds with
different maturity dates. This results in a consistent investment approach
during periods of rising or falling interest rates. Cash is managed for
liquidity, stability and income. We participate in global markets generally
by investing in domestic companies with large international operations or
through foreign companies that have American Depository Receipts listed
on a U.S. Exchange.
Unless we’re in the rare occasions when stock or bond values
seem unduly excessive and vulnerable, we’ll make asset allocations
changes gradually. We’re dedicated to long term capital preservation,
strictly adhering to a philosophy of quality investments.
| Charles De Rose, Inc. 3004 Old Bridgeview Lane Charleston, SC 29403 For immediate assistance, please contact Andria toll free at 800-678-3620 or 941-330-0182 |
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