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Is a private investment advisory firm with years of experience in assisting individuals, private business owners and families in achieving their investment goals. The company is associated with some of the largest and most well respected organizations in the investment industry, which allows us to bring you world class products and services.
Heath Capital Management is dedicated to helping people obtain their financial goals and objectives by providing comprehensive financial planning and investment managment. You gain our unsurpassed investment and financial planning expertise within a client-focused, “fee-only” environment.
As a “fee-only” investment advisor we do not receive any commissions. This ties our success directly to yours because our company only grows when our assets under management, your assets, grow.
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Portfolio returns depend on three main factors:
Asset Allocation - the division of assets between stocks, bonds and cash
Style Selection - choosing equities according to capitalization and valuation
Security Selection - adds value within each category
The graph below shows the growth of a dollar invested in the best style each year compared to the growth of a dollar invested in the best asset class each year. Choosing the best style produced significantly higher returns, consequently equity style selections are the single most important decision influencing portfolio returns.
Style returns are represented by the Wilshire small value, small growth, big value and big growth indexes. Asset class returns are represented by the S&P 500 for stocks, the three month T-bill for money market rates, and the Lehman Brothers Long Term Corporate Bond index for bonds.
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