Philosophy

Gurun Investment Advisors customizes each portfolio to ensure the asset allocation between common stocks and fixed income is suitable based on the client’s tolerance for risk and investment objectives (incorporating the investment time horizon and income requirements).

Our investment philosophy emphasizes low volatility management by carefully selecting individual common stocks and fixed income obligations. Portfolio holdings are adequately diversified by industry and issuer and positions are constructed through dollar cost averaging.

The common stock universe is generally restricted to high quality, established companies that pay a dividend and raise their dividend every year. The fixed income allocation is comprised of investment grade obligations with staggered maturities to mitigate the volatility of interest rates.

We maintain frequent communication with our clients to ensure the portfolios are matched to achieve each client’s long-term investment directives and adjusted in a timely manner to reflect lifestyle changes.

The cost of investment advisory services has historically been below the average cost of mutual funds with comparable objectives. Investments are tax-efficiently managed through low portfolio turnover, the prudent timing of sales and matching capital gains and losses.