Investing With Confidence
The Staton Institute offers proven, easy to follow strategies for building wealth and investing with confidence."
To many people, we may seem lucky. Bill started investing early and made his first million dollars in the stock market by age 31. Fortunately, our success has nothing to do with luck.
Anyone can be a successful investor, but most investors – even professional money managers – trail the market year after year. Why? Because they don't invest, they speculate, chasing after trends and fads.
We have a different philosophy.
The finest investors invest in the finest companies. It's that simple. We founded The Staton Institute® to bring expert research and analysis to individual investors and identify the finest companies in America.
Each year, we screen approximately 19,000 public companies, scrutinizing their earnings history and tracking those that consistently pay investors through rising cash dividends. That's our definition of a fine company, and we think it should be yours too.
Since 1986, The Staton Institute has helped thousands of families build wealth by investing in the best-run, most profitable businesses in America. Let us show you how to build wealth by investing with confidence.
We manage portfolios for individuals and small businesses by delivering a time-proven, conservative, reliable investment strategy that allows our clients to enjoy life in complete financial freedom.
Our philosophy is:
- invest only in the top 2% of American companies using our exclusive trademarked universe of America's Finest Companies®
- avoid market timing
- keep transactions costs and taxes to a minimum
- reduce market volatility and
- guard against losses.
The goal for every client is quite simple:
Beat the market over rolling five-year periods,
but do so with below-market risk. Period!
We developed America's Finest Companies in 1989-90, the only annual compilation of all US-based companies with at least 10 consecutive years of higher dividends and/or earnings per share -- the thoroughbreds of American industry.
On a buy-and-hold basis with no management whatsoever, they outdistance “the market” by some 10-30% annually over longer periods of time. That is quite a feat considering that around 90% of all money managers fail to equal, much less beat, the market. But bringing our own proprietary screening to 32-years' investment experience adds still another level to the already sterling quality of the companies themselves.
There is no “one-size-fits-all” portfolio for clients to buy into. Rather, we manage “individually customized” portfolios, realizing that each client is different and keeping in mind a number of factors including age, income, needs/wants and degree of risk tolerance.
If you would like a private phone consultation or confidential portfolio overview, please call us direct at 704/365-2122. Or email us at Mtstaton@aol.com.
We look forward to hearing from you soon.
Live Wealthy!!
Bill and Mary Staton
A Personal Note from Bill Staton About the Long-Term Outlook
Having been in this business for 30 years, I am a keen student of economic and market history. Based on my studies, I believe “the market” will deliver a total return on the order of 6-7% a year for the next 10-15 years compared with around 18% in the last decade-plus, probably with a lot more volatility. Just as returns then were abnormally high, I expect future market returns to be abnormally low. But that is the market, not individual stocks we ferret out for clients.
If indeed the market does deliver in that 6-7% range, we believe we can earn in the 10-12% area, which would be a significant percentage above that. Not every single year but over five-year periods. The current investor focus on short-term gains instead of being patient has cost a lot of people a lot of money. But as the story goes, the tortoise always wins the race. We take the tortoise approach, particularly with retirement plans, because that money is sacred. Steady, steady, steady.
Our general approach is to start tax-free portfolios with a dividend yield in the 4-5% range (vs. only 1.5% for the market) to secure upfront the bulk of the return we expect the market to deliver down the road. For taxable accounts, we pay more attention to above-average dividend growth and shoot for capital gains that are taxed at the lowest rate. Next, we add quality companies in both types of accounts that have been beaten down (temporarily) but possess outstanding long-term capital-appreciation potential.
Based on past results, our approach should be very successful in the future.
Bill Staton, Chairman
Contact us at
Mtstaton@aol.com
