Investment Objective – Investing for Value, Appreciation, and Peace of Mind

We invest for significant growth and income, but always look to protect against the downside first. In order to achieve growth, some risk must be taken, but discipline, patience, good judgment and common sense can significantly reduce the risk to principal.

Our goal is to help our clients have the opportunity to make more money as effectively, safely, and comfortably as possible. We invest for value, appreciation and peace of mind.

We do this by carefully allocating assets among the following securities:

• Large Capitalization U.S. Common Stock
• U.S. Treasuries

We apply a rigorous financial and moral screening process to create portfolios that are always working towards our stated objectives. It is important that we are proud of the companies that we own and what they stand for.

For each client, we create a written Investment Policy Statement that establishes exactly how that client’s money will be managed and the guidelines for all investment decisions.

At Kondracki Advisory, LLC, we invest for and alongside our clients. Our belief is that if we are completely aligned with our clients’ best financial interests, through our disciplined investment process and low fee structure, our shared investment objectives will be met.