Strategic Investments

The best investing strategies are not always the ones that have the greatest historical returns. The best strategies are those that work best for the individual investor's objectives and risk tolerance. 

Also, you don't want to implement an investment strategy and find that you want to abandon it for some hot new trend you discovered online. Don't get confused by all of the too-good-to-be-true flavors of the month. Stick to the time-tested basics.

Client portfolios are comprised of three components:

Income - Growth - Opportunities (IGO)

The strategic investments are there to enhance, provide a hedge (directly or indirectly) or take advantage of current market situations.

DRIPS (Dividend Reinvestment Plans)

Reinvesting dividends means stockholders may purchase shares or fractions of shares in a publicly trading companies they already own. This provides a compounding strategy for clients. (Rule 72)

Closed End Funds (CEF)

Number one objective of closed end funds is to provide Income first growth second.


Options are used as a hedge to protect a price of a security (Buying Puts) they are also use to create a vehicle to create more income into the portfolio (selling calls) or taking advantage of a security on the move up or down (buying calls/ selling calls).

ETF and Reverse ETF

Momentum Trends

Smart Insider Buying/Selling

REITS (Real Estate Investment Trusts)

Technical Analysis

MLPs (Master Limited Partnerships)

BDCs (Business Development Companies) 

Free Consultation & Evaluation

Sound financial advice is based on years of training, hard work, and passion, as well as familiarity with the current market and future trends, tempered by sound consideration. You’ll find all that and more with deRocco Financial Group. 

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