Our Philosophy

With the majority of our appointments still held in our clients’ home or place of business, we say that "our goal is to bring Wall Street home to our clients’ kitchen table.” We do this by being affiliated with one of the largest brokerage firms in the world, and by having educations and certifications that go well beyond those required.

Because clients are the best judge of an advisor’s worth, we feel our greatest recognition comes in the form of referrals we receive. In fact, we are grateful that our growth now comes almost exclusively from client referrals.


 



Investment Advice

The Katterhenry Investment Group is adamant about applying four basic beliefs to asset management: make quality investments, be diversified, stay committed for the long term, and help control taxes.*  With disciplined commitment to these beliefs we endeavor to help our clients during favorable market conditions, and also strive to help them preserve their wealth during rough times in the financial markets.


 


 


Service


While recognizing that the success of our financial advice is important, we also believe that quality service is a requirement for maintaining quality client relationships. We view our role as “time managers.” One of our primary goals is to free our clients from the burden of the time consuming details of financial portfolio management. Our clients know that they need to make only one call to us about any issue involving their financial affairs and we will respond in a thoughtful and expedient manner.

 

 

*Katterhenry Investment Group and Wachovia Securities Financial Network are not tax or legal advisors.  However, we will be glad to work with you, your accountant, tax advisor and/or lawyer to help you meet your financial goals.