Williams Financial
Services, LLC
Registered Investment Advisor
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The two essential ingredients to risk management of stock portfolios are time and diversification. It has been proven, that over a long period of time, the market risks associated with stock investments are significantly reduced. Because of this, all of our clients must be investing for the long term, or be high net worth individuals or businesses that are willing to accept the market risk associated with short term stock investments.
Diversification of assets is also an essential part of our
risk management program. Generally, our
portfolios are comprised of at least 50 individual securities. Our primary
investment vehicles are common stocks, real estate investment trusts, oil and
gas limited partnerships and money market funds. Our secondary investment vehicles are mutual funds, preferred stocks, and bonds.
We then make sure that we are diversified across a broad range of
industries. We consider our client's total
investment and identify minimum and
maximum target percentages to invest in different industries. Our portfolios are also designed to include
asset classes and sectors which do not typically perform in unison with most