ABOUT: THE INVESTMENT APPROACH
A PERSONALIZED PORTFOLIO
What distinguishes Cannell & Spears? Your success is our success. At Cannell & Spears, we will look after you and your family as if you were part of ours. You will work directly with a Partner of our firm to build a portfolio of individually selected stocks and bonds designed to meet your specific needs. Your portfolio will not be structured to mirror an index, allocated between asset-classes based on pre-prescribed percentages or over-diversified to the point of assured mediocrity.
Our investment process is underpinned by our own independent thinking. We seek value over the long term by identifying companies with quality management, a proven track record, a competitive advantage, sound financials, and the opportunity for growth.
Questioning dogma allows us to identify opportunities in evolving industries, disruptive technologies and new concepts.
We add individual bonds that are held to maturity to offset known liabilities, provide income, and seek to reduce asset volatility.
Our fees are straightforward and transparent.