We provide sophisticated investment solutions for individuals and institutions based on the specific needs, goals, and circumstances of each client. We approach each client from an individual perspective in order to properly position, protect, and transfer wealth.
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The mix of different investments and styles in your portfolio is a crucial component of any investment strategy. In order to build an appropriate portfolio, we continually work with you to discuss a long-term asset allocation for each particular account. Stokes & Hubbell maintains a diversified portfolio of low-cost assets with the goal of enhancing return within your level of risk tolerance.
Different accounts have different tax treatments. In after-tax accounts, we believe tax efficiency is a critical component of financial planning and portfolio performance over time. We strive to invest in tax efficient assets and maintain low portfolio turnover to reduce annual tax liability. We may continually look for opportunities in tax-loss harvesting with the goal of improving your portfolio’s after-tax return. Also, we work with CPAs and Tax Attorneys to place your investments into vehicles for estate planning and wealth transfer purposes that seek to ensure the majority of your wealth is passed on to your designated beneficiaries – not the IRS.
We believe investment success centers around a comprehensive approach to allocating assets between low-cost index positions, dividend growth equities, high-grade fixed income, and professionally managed funds with proven track records. The strategies and solutions are specifically selected to address the objectives of each client and assets are allocated tactically based upon current market conditions and individual client goals.