Individual Stock Strategies
Investing in individual stocks always begins with a defined target such as growth, income or price.
When we build your portfolio of individual stocks we hand pick each company to ensure that our methodology is in line with your viewpoint. Think of it as your own personalized porfolio.
We'll Evaluate Each of Your Stocks Using a variety of Key Metrics to Determine Quality.
Stocks we own have been chosen either for strength in earnings or for having a consistently high dividend. Regardless of which category they compete in, these companies have historically demonstrated strength relative to their peers over time.
*Dividend payments are not guaranteed and may be reduced or eliminated at any time by the company.
Once Your Strategy is in Place, You'll Monitor Progress Conveniently Online.
Investors who prefer owning individual stocks enjoy knowing each company by name. Additionally, they are looking for the potential to outperform the market by owning companies with the strongest prospects for growth over the long-term.
Bryan Foronjy, CFP®
Principal Wealth Manager
Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering sound advice drawing from nearly two decades of professional experience in the financial services industry.
Casey Marks
Wealth Manager
As a Wealth Management Advisor at Foronjy Financial, Casey brings his depth of industry knowledge, strong work ethic, and his positive attitude to the team.
Chris Bradley, CFA®
Wealth Manager Assistant
As Wealth Manager Assistant Chris has a wide variety of responsibilities including Client Service, Account Rebalancing, Compliance Supervision, and Firm Operations. He also holds the designation of Chartered Financial Analyst (CFA®).
Jennifer Foronjy
Director of Client Relations
As the Director of Client Relations at Foronjy Financial, Jennifer focuses her time and energy on creating an authentic, world class experience for all clients.
Olivia Huebner
Wealth Manager Assistant
Olivia serves as a Wealth Manager Assistant in our Santa Barbara office where her duties include client outreach, compliance oversight and account maintenance. Olivia graduated from Westmont College where she studied Economics and Business.