What Distinguishes Us From Other Advisors?
At Coombe, Bender & Company, we pride ourselves on truly understanding our clients' financial landscapes. By delving deep into cash flow requirements, income tax considerations, risk tolerance, and both short-term and long-term goals, we craft and manage investment portfolios that are as unique as you are.
This Is Our Primary Focus.
We utilize equity, exchange traded fund and mutual fund databases and other quality research media to select and monitor securities.
We believe in a buy and hold philosophy for the core of a portfolio, with tactical adjustments to account for US and global market and economic changes. Stocks are selected for their overall financial strength, earnings outlooks, price to earnings ratio, growth potential within their respective industry, and dividend yield.
Mutual fund and exchange traded fund managers are selected for their historical risk-adjusted performance. We look for funds that match the needs of the client, carry low expense ratios, and perform well in both up and down markets. As investment advisors, we are compensated by fee only and not by commission.
Formulating Your Unique Investment Objectives.
An investment aptitude questionnaire is employed to assist in formulating investment objectives with each client. Your asset allocation—whether in cash, bonds, or equities—will be dynamically adjusted to align with your evolving objectives. We prioritize flexibility, ensuring swift portfolio adjustments as your goals or circumstances shift. We maintain continuous portfolio monitoring, to ensure your objectives are always in mind.