Here at Sprague Stevenson we offer fiduciary portfolio management and financial planning services to families and individuals. We're college friends from way back and have over forty years of financial services industry experience.
Before we joined forces, we noticed how often we'd hear friends and acquaintances describe what they wanted and expected in a financial advisor, only to then hear their frustrations that they couldn't find someone they trusted or who wouldn't talk down to them.So we created Sprague Stevenson and began working together.
Before we joined forces, we noticed how often we'd hear friends and acquaintances describe what they wanted and expected in a financial advisor, only to then hear their frustrations that they couldn't find someone they trusted or who wouldn't talk down to them.So we created Sprague Stevenson and began working together.
Services
The time honored investment principles of buying quality and value are at the core of our investment process & beliefs. A methodical and disciplined process-oriented approach to investment management is foundational to a successful financial plan.
Once we learn about your investment objectives, risk tolerance, and comfort levels regarding investing, we design customized, strategic, long-term investment solutions to help meet your unique objectives.Then we proceed with implementation. Our investment rationale is straight-forward: we primarily invest in high quality companies with histories of strong returns and for our income oriented clients, dividends.
Once we learn about your investment objectives, risk tolerance, and comfort levels regarding investing, we design customized, strategic, long-term investment solutions to help meet your unique objectives.Then we proceed with implementation. Our investment rationale is straight-forward: we primarily invest in high quality companies with histories of strong returns and for our income oriented clients, dividends.
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