Courtney Capital specializes in individual solutions. Each client has unique goals and objectives. Because we work with a very limited number of clients, each client receives personal attention and their portfolio receives individualized analysis. We operates under the principle that clients are not numbers, but people with distinct circumstances. We work closely with our clients and develop personal, meaningful relationships.
The stock market does not always rise in value. The traditional Buy & Hold strategy is not guaranteed and is not the best strategy given everyone’s unique situation. We utilizes a non-traditional approach to investing and makes the client relationship a top priority. At Courtney Capital, we have a defined investment strategy that enables us to monitor all our clients’ portfolios effectively and efficiently.
The Team Approach
Investors who chose us as their financial advisor have access to everyone in the firm rather than a single advisor. Our mantra is that two is better than one. As a client, you will benefit from the combined knowledge and expertise of all of our advisors and resources to plan your investments and manage your portfolio.