Corrigan-Jones Combines An Independent, Forward Looking Investment Strategy with a Clarity of Purpose & Execution. We help you define your goals and execute the plan. Our clients live busy, productive lives and they turn to us to handle the stress and uncertainty of the investing world.
Every family has unique goals and needs and require an investment strategy that is tailored to meet them. Listening to our clients is the single most important act in our investing process. Finding the right solutions all flows from these conversations. We Invest For YOU, Not Someone Like You
Like building your overall plan, investment plans require both strategic planning and shorter term responsiveness. Furthermore, we search the entire investing universe to find the best companies, the best managers and the best opportunities for our clients.
Strategic Planning – We work with the client to establish goals, define risk tolerance and gather resources.
Portfolio Construction – We build our portfolios opportunistically, that is, we only buy when we believe investments are fairly priced.
Ongoing Management – As the portfolio changes, we adjust positions to ensure that we stay within your risk-parameters and are diversified within different sectors of the market
Client Communication & Reporting – Regularly scheduled communication ensures that our clients understand why we make decisions and that your investments align with your present life circumstances.
Purpose – Understanding how each investment will fit in your specific portfolio
Discipline – Maintaining a balance of seeking to buy at attractive valuations and selling when valuations are unattractive
Quality – Only interested in investing in what we consider to be the best companies in the world