Experience that produces exceptional client success.
For 41 years, Penn Davis McFarland has provided the following professional financial management skills and offerings.
Building portfolios of individual securities that generate superior risk-adjusted returns over a full market cycle.
Investing in the most opportunistic areas of the market, equity or fixed income.
Innovative investment committee comprised of multi-generational experience, and complimentary viewpoints, ideas and skills. Allows us to successfully manage assets for multi-generational clients.
Customized family office services.
Client portfolios are built by:
Fundamental research and analysis of individual companies, their industries and their competitors.
Actively managing a portfolio of companies that dominate their industries.
Buying growth companies at a reasonable price or during market disruptions/corrections and companies that trade at a discount to their intrinsic value.
Primarily utilizing large capitalization companies, but also adding mid and small cap stocks, anticipating those will grow into core holdings. An emphasis is placed on established companies with sound balance sheets and market liquidity.
Investing in fixed income (intermediate term, high quality corporate and municipals), as well as U. S. government and agency securities.
Focusing on a long term, tax-sensitive orientation.