Broker Check

InnerBanks Wealth Management - Greenville, NC


We seek an absolute return from selected investments that is separate and distinct from the potential appreciation of the principal capital deployed in the portfolio. We prefer the majority of a portfolio’s return come from tangible and transparent cash flow provided by dividend paying stocks and income producing bonds. We incorporate a disciplined investment strategy that includes a primary concern for loss limitation and actively seeks to harvest real return provided by cash generating securities.

Keep in mind that stock investing involves risk including loss of principal. The payment of dividends is not guaranteed and companies may reduce or eliminate the payment of dividends at any given time. In addition, bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise.