Approach
We believe investors should seek an advisor with a long history of honesty, integrity, and a client-first mentality.
That’s why we hold ourselves to the fiduciary standard–and, every day–make decisions that are in the best interest of our clients like you.
Why The Randolph Company?
We are independent.
We are independent.
Our firm is independent, employee-owned, and unaffiliated with any bank, broker-dealer, insurance company, or CPA firm. The firm is free from marketing, sales, and distribution arrangements and the potential conflicts of interest that can arise through such relationships.
We are fee only.
We are fee only.
We do not receive commissions or other compensation from any third party for placing our clients' assets in any investment product. Therefore, the security selection process is based upon objective analysis and client suitability.
We live by the Fiduciary Standard.
We live by the Fiduciary Standard.
The Fiduciary standard in simple terms means putting the client first always. Investment decisions must be formulated with a high level of professional diligence and analysis in order to pursue optimal outcomes for our clients.
We are a client-first organization.
We are a client-first organization.
We believe in developing one-on-one relationships with our clients so they know they can always call on us to serve them. Our team knows every account and holding personally, which gives us a high level of proficiency in meeting our clients’ needs now and positioning them for their best financial future.
We are a small, tight-knit team.
We are a small, tight-knit team.
We believe in teamwork and collaboration to make the best decisions for our clients and their assets.
We do not use proprietary products.
We do not use proprietary products.
We conduct our research with an internal portfolio management team. This way our clients know exactly what the funds are invested in and can lean on our team as sources of knowledge and experience.
Our internal team also negates the need to use outside asset managers, which enables us to minimize additional fees paid to manage client portfolios.
Investment Strategy:
Our Four Pillar Approach
We build portfolios by examining a variety of risk parameters and metrics–not just the mathematical measures of Modern Portfolio Theory. Our risk management approach keeps our eyes wide open when making buy/sell decisions and empowers us to build prudent, long-term portfolios.
Paying close attention to the debt level of companies allows for protection of portfolios in times of market turbulence.
Through our evaluation process, we identify companies that we believe are positioned to operate with sustained profitability. We want our clients to own companies that use debt to enhance rather than limit their competitive advantages (and shareholder returns) over time.
The more income the portfolio produces, the less you have to rely on the price performance of your investments.
Focusing on companies that pay and grow dividends allows for the compounding of a portfolio and adds cash for buying new positions. Dividends are an important component of total return–over the past century, price appreciation accounts for about half of the stock market’s returns while dividends account for the other half (source).
Buy low, sell high is common sense investing. We focus on high quality and value oriented companies.
