For more than 25 years, the team of financial professionals at Little Mcleod Valentine group has been providing a select clientele of affluent families with personalized portfolio management and wealth planning through every market condition. With the experience to manage their clients’ complex financial needs and a commitment to engage each generation, they offer skilled management, thoughtful advice and education dedicated to building long-term relationships. Stuart C. McLeod and Camille Valentine are both seasoned investment professionals who have spent years refining their skills to better serve the wealth management needs of successful individuals and their families. They are passionate about investments, have a thematic investment philosophy and are well schooled in technical analysis. These core capabilities and a commitment to collaborate with their clients’ other advisors ensure a comprehensive and disciplined approach to their clients’ wealth management and planning.
Is 80 the new 60?
How does living longer and enjoying a more active and longer retirement affect planning and investing for retirement? With people living longer, the definition of “old” is changing. Today, investors feel that for their parents’ generation, 62 was the age when someone became “old.” Today, most people don’t feel old until they are in their […]
Does your estate plan include your “digital assets”?
The digital age is transforming how we think about estate planning and administration. Gone are the days when it was relatively easy to inventory a person’s assets after death. Tangible property and real assets could be identified by watching the mail for paper statements. Today, however, an executor may have no idea of the scope […]
What is thematic investing?
Thematic investing looks first at big-picture factors—demographic, technological, legislative or cultural—that have the potential to affect the economy in dramatic and profound ways. Once big-picture themes have been identified, industry groups and specific companies that are seizing the opportunity of each theme are researched. We believe these companies offer the potential for long-term success. Thematic […]
When should I diversify a concentrated stock position?
How much is too much? How do I avoid a potentially large tax bill and still diversify? When is the right time to make a change? Where am I going to invest the proceeds? Many corporate executives and long-tenured employees face these questions every day. Holding a concentrated stock position may result from a variety […]
