Our investment management approach is based primarily on a long-term, total return strategy (we typically purchase and hold securities for at least one year). We begin with a detailed analysis of your overall investment situation and a determination of your risk tolerance. Once we fully understand your financial goals, we recommend a comprehensive strategy designed to provide long-term above average return potential.

All our research is conducted in-house using various resources including proprietary evaluation software, global independent research providers, annual reports and prospectuses, filings with the Securities and Exchange Commission and widely respected financial newspapers and magazines.

When determining what investments are right for your portfolio, we employ a fundamental approach that takes into account the current economic and political environment, earnings, industry outlook, historical data, interest rates, tax benefits and company management. Once your strategy has been crafted and a written investment guideline is established, D. L. Blain & Co. will assume all day-to-day decision-making with regard to specific investment allocations and portfolio rebalancing.