At Prentiss Smith & Company, we develop an individual investment plan with each client based on the income needs, risk profile, tax situation, expectations for growth, and social objectives of the client.
Capital Preservation
Preservation of a client’s initial capital and subsequent profits has always been an integral part of our investment approach. The foundation for steady progress is an avoidance of losses. Patience and a disciplined use of our investment theory are the primary ingredients contributing to capital preservation and progress in our clients’ portfolios.
Fixed Income
When making fixed income investments we have to consider many variables that impact inflation and interest rates. Our objective is to produce a return for clients that exceeds inflation on an after tax basis. We have employed a number of strategies, including inflation indexed treasury bonds, laddered maturities of government agency notes, and high grade municipal bonds, to achieve this goal. There are times when we hold substantial portions of accounts in cash or short-term paper awaiting a change in interest rates.
Capital Growth
Our performance record is the result of thorough research and the disciplined use of our stock evaluation system. Our proprietary computer software gives us the ability to continually track hundreds of companies, identifying those that warrant further in-depth research. We are able to make investments in a timely manner because of this intensive in-house research effort.
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The material contained in this website is provided for informational purposes only and should not be considered an individualized recommendation of any particular security, strategy or investment product. This web site is not intended to be used as a general guide to investing, or as a substitute for personalized investment advice, and it makes no implied or express recommendations concerning the manner in which any specific client account should be handled. If you have questions regarding the applicability of any issue discussed on this website to your own situation, you are encouraged to consult with a professional advisor of your choosing. Prentiss Smith & Co is neither a law firm nor a certified public accounting firm, and no portion of this website content should be construed as legal or tax advice.
No guarantee is made as to the accuracy, completeness or timeliness of any information, projections or opinions contained in this web site or upon which any such projections or opinions have been based. The information contained in this web site is compiled for the convenience of site visitors and is accepted by the site visitor on the condition that errors or omissions shall not be made the basis for any claim, demand or cause of action. Due to factors that may include changing market conditions or applicable laws, some content on this web site may no longer be reflective of our current positions or opinions. Some information on this site has also been obtained from published sources and/or prepared by unaffiliated third parties. While such sources are believed to be reliable, neither Prentiss Smith & Co nor its respective employees or representatives assumes any responsibility for the accuracy or completeness of such information. Hyperlinks to other web sites are not an endorsement, approval or certification of information, projections or opinions located at such web sites.
Investing in securities involves risk, including the loss of all principal invested. Other types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Prentiss Smith & Co), will be profitable or suitable for your portfolio or individual situation.
