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Portfolio Construction

Peck Wealth Management’s investment discipline is balanced across global equity and fixed income asset classes. We also include hybrid investments or securities that have components of both equity and fixed income characteristics. We concentrate on:

  • Equities
  • Stable dividend records
  • Consistently growing dividends
  • Multinational industry leaders
  • Young leading edge companies
  • Strong balance sheets
  • Low cost production methods
  • Unique competitive advantages
  • Activities in global growth initiatives
  • Favorable demographics
  • Fixed Income & Hybrids
  • Corporate bonds
  • Municipal bonds
  • Government bonds
  • Sovereign bonds
  • Floating rate securities
  • Preferred Stocks
  • Master Limited Partnerships
  • Real Estate Investment Trusts

We invest in individual stocks and bonds, as well as specialized mutual funds and exchange traded funds. We seek the most cost effective mix of investments to achieve our well-defined strategy. Understanding the unique components of each investment and how they relate to the holistic portfolio is the most critical part of our research process. In summary, PWM strives to achieve attractive absolute total returns for our Clients over the long term.