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Our Philosophies

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Huff, Stuart & Carlton is FEE-ONLY®.

What does this mean to you, the client?
We will accept no commissions, fees, rebates
or trails from any company or institution.

The Fee-Only® approach permits us the greatest amount of objectivity in our recommendations and services to you. It will also provide you with the widest and best selection of products and services while guaranteeing fiduciary loyalty to only you - our client.

 

Investment Philosophy  

We use primarily no-load mutual funds instead of individual stocks and bonds in our clients’ portfolios, for the following reasons . . .

  • Managing a portfolio to increase return can be accomplished in a much more cost effective manner than in a portfolio of stocks and bonds.

  • The ability to use outstanding portfolio managers is at a cost less than or equal to that of separately managed accounts.

  • Our clients have access to institutionally managed and priced funds.
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Huff Stuart & Carlton | 1563 Crossings Centre Drive, Suite 100 • Forest, VA 24551 | Phone: 434-316-9356 | Fax: 434-316-9357