The Staton Financial Experience

If you seek conservative, clear-cut financial advice and money management from a caring investment counselor you can trust - let's talk. Frequent and personalized client communication is one principal hallmark of The Staton Financial Experience.

We invest for clients in a highly-disciplined, businesslike manner to 1) earn a reasonable return 2) with below-average risk and 3) generate an above-average, growing annual stream of dependable income. It's our "uncommon common-sense" approach.

Staton Financial Advisors offers personalized portfolio management for individuals, small businesses, and pension and profit-sharing plans. This can include fixed-income investments, financial planning and direct-foreign investing, in addition to U.S. stocks.

SFA works exclusively with a limited number of qualified investors who desire a sound, focused approach to building and maintaining wealth.

"Managing money to help clients live the life they want."

Tailored strategies serve each client's unique needs and investment objectives, drawing upon our five-plus decades of experience as economic historians and investment managers.

In particular, we emphasize our unique, distinctive and trademarked universe of America's Finest Companies® (AFCs) for investment. Owning AFCs is investing in a highly-disciplined, business-like manner. Why?

Because AFCs on the whole afford clients "wide-moat" niches among a variety of industries, rising annual income, superior financial strength and generally hefty dividend yields vis-à-vis "the market."

The strength of America's Finest Companies® is their ability to earn superior absolute returns even without the tailwinds of normal GDP and consumer growth. If it's not good enough to be among America's Finest, it's not good enough. Period!

 

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