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 an Investment Policy Statement completed and agreed to, D. L. Blain & Co. will assume all day-to-day decision-making with regard to specific investment allocations and portfolio rebalancing.

One of the most important aspects of our investment approach is to keep you informed about what is happening with your portfolio. To that end, we will meet with you-either in person or by phone-on a mutually agreeable schedule to review your personal circumstances and progress toward achieving your long-term financial goals.