2013 Predictions…. a Year Later
December 2013

One year ago today, we sent you our Views entitled, Investing for Safety.   Below are the first two paragraphs from that letter:

Investors are scared to death of stocks.  Who can blame them after all the challenges the markets have faced over the past five years....
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Conservative, stable, professional investment
management for your peace of mind

Founded more than 30 years ago, L. Roy Papp & Associates is focused on helping high-net-worth and institutional investors achieve long-term financial objectives. Our breadth of experience has prepared us to advise our clients on the sometimes complex financial matters surrounding many of life's events, such as retirement, funding education, planning for your legacy, starting or selling a business, funding a trust or giving to charity.

As a fiduciary, our goal is to get to know our clients well and understand their financial needs. Portfolios are constructed based on clients' investment objectives and risk tolerance. As active managers with a long-term perspective, we do our own research, consulting with you about any recommended changes.

Learn more about L. Roy Papp & Associates's solutions for custom portfolio design and management, comprehensive financial planning, tax planning and advice for your financial needs.



 



 
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Phone: 602.956.0980

2201 E. Camelback Road, Suite 227B
Phoenix, AZ 85016
Fax: 602.956.1985
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  • Investment management for custom portfolios
  • Personal financial planning
  • Retirement income strategies
  • Education planning
  • Tax planning
  • Budget assistance
  • Legacy planning
  • Charitable giving
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  • Highly relationship driven
  • Conservative, stable, caring
  • Founded in 1979, independently owned
  • SEC-registered investment advisory firm
  • Research driven
  • 9 partners: 8 CFA® charterholders, 2 CPAs
  • Fee-based, no sales commissions
  • Offices in Phoenix, Arizona
  • Adviser to a mutual fund >
     
 

L. Roy Papp & Associates, LLP | 2201 E. Camelback Road, Suite 227B, Phoenix, AZ 85016 | P 602.956.0980 | F 602.956.1985
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