Investment Strategy


Accounts are managed according to the individual interests of each client via an investment approach developed over 30 years of management experience. Through regular communication, The Marshall Plan Advisors, LLC. (MPAI) works with its clients and their financial and tax consultants and advisors to ensure that accounts are managed to support a client's investment goals.

MPAI clients typically seek modest risk exposure with income, and our typical portfolio allocation reflects these needs. MPAI usually seeks under-valued, dividend paying large and, to a lesser extent, mid cap stocks. Equities purchased are normally “blue chips” and appear in an index. Criteria used to determine a stock's value may include: earnings, dividend, book value, the firm management's track record and its financial strength. MPAI takes a long term view to equity management with portfolios that normally exhibit relatively low turnover.