We specialize in structuring individual portfolios of stocks and bonds to meet your specific financial goals and risk tolerances. Contrary to popular belief, we believe the small investor can achieve a satisfactory level of diversification.
THE STOCK MANAGEMENT, LLC applies a fundamental analysis approach to stock picking. With a conservative, medium to long term approach, stocks are identified with the prospect of doubling every three to five years. (It must be noted, however, that future gains cannot be guaranteed. There is inherent risk in all investments, even when relatively conservative strategies are applied.)
THE STOCK MANAGEMENT, LLC (also dba BEN HEEB & ASSOCIATES) is a registered investment adviser firm specializing in the management of individual and retirement portfolios. BH&A began in the state of Virginia and registered with the SEC in May of 1984. In November of 1984, BH&A moved to its present location in Puyallup, Washington and began doing business as The Stock Management Co. (Later changed to Stock Management LLC)
Stock Management LLC is registered with the Securities and Exchange Commission (SEC) as an investment adviser. Full text of compliance with SEC's Securities Act Policy Statement is on the “Lets Talk Stocks” page.