The Gold Chip Standard

Growth-Focused, Risk-Managed Portfolio Design

For over 50 years, we have built and managed client investment portfolios according to the strict guidelines mandated by our proprietary investment strategy, the Gold Chip Standard. This is an innovative and proven standard of investing in the world’s highest quality large-cap stocks that have both the competitive edge to continue growing and the financial strength to weather downturns. By diversifying investment portfolios across the leaders in each economic sector, we help our clients to confidently remain invested during crises that may have otherwise sparked market anxiety, thereby avoiding the fear-induced performance drag that impacts so many investors.

This unique investment portfolio design has consistently proven itself capable of meeting client growth objectives while minimizing risk over many years of practice. Our rigorous study and experience have taught us that the best performing investment portfolios for real world clients are those composed of the kind of quality that generates growth while inspiring confidence. This approach reduces your worry in a chaotic financial environment and produces quantifiable results for your portfolio. Our strict guidelines allow us to choose the best companies to build a formidable portfolio that works for you. And because we know that no two investors are the same, every portfolio we build is custom-tailored to meet the unique needs and goals of each individual client.

Learn more about the Gold Chip philosophy below.

COMPANY CRITERIA. ONLY HIGH-QUALITY SELECTIONS

  • Financial strength and price stability
  • Strong, long-term industry growth
  • Past and future market leadership
  • Instant product and company recognition
  • Outstanding management
  • Investment grade credit
  • Large capitalization
  • High stock liquidity
  • Dividend payout ratio of at least 20-25%
  • Three to five year investment timeframe
  • Two times potential reward vs. potential risk
  • Target annual rate of return of 8%

GOLD CHIP STOCKS. ONLY THE BEST MAKE THE LIST

  • 3M Company
  • American Electric Power
  • AT&T
  • Becton Dickinson
  • Boeing
  • Carrier Global
  • Caterpillar
  • Chevron
  • Coca-Cola
  • Colgate-Palmolive
  • ConocoPhillips
  • Deere
  • Emerson Electric
  • Exxon Mobile
  • General Electric
  • Honeywell
  • Hewlett Packard Enterprise
  • HP Inc.
  • IBM
  • Johnson & Johnson
  • Kimberly-Clark
  • McDonald’s
  • Microsoft
  • Nasdaq
  • Otis Worldwide
  • PepsiCo
  • Phillips 66
  • Procter & Gamble
  • Raytheon Technologies
  • Starbucks
  • Texas Instruments
  • Verizon
  • VF Corp.
  • Wal-Mart
  • Walt Disney

TOP CLIENT HOLDINGS. WEIGHTED FROM HIGHEST TO LOWEST

  • Microsoft
  • Wal-Mart
  • Texas Instruments
  • Johnson & Johnson
  • Walt Disney
  • Boeing
  • IBM
  • Procter & Gamble
  • Starbucks
  • Raytheon Technologies

    Contact us today to prepare for your tomorrow.

     

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