Our Investment Philosophy

A customized approach toward planning your financial future.

At Buchanan Capital, we work with our clients to build sound financial plans and employ a customized investment strategy to get us there.

Because every investor has different needs, Buchanan Capital makes it a priority to understand the future you envision, and then engages with you to develop an investment approach unique to you and your specific financial goals. Each investment path includes deep market insight gleaned from access to exceptional technology and research platforms.

While every client portfolio is fully customized, we incorporate a conservative strategy with all of our clients. We believe that combining a strong fixed income portfolio with blue chip dividend-paying stocks is a smart and effective strategy to meet most financial goals.

Our client base is diverse – ranging from young professionals and business owners to retirees and multi-generational farmers and ranchers.

We also have a high level of experience in institutional investments and municipalities. This has enabled us to build a strong network of bond dealers around the country, which gives our clients competitive access to numerous types of fixed income securities. Whether a client is looking for Municipal Bonds, Treasury Securities, Corporate Bonds or Preferred Stocks, we are confident that our experience and access to competitive pricing sets us apart from other financial service firms.

Above all, our independence as a firm allows us to be forthright with our judgment calls, balancing our strong fiduciary standards with experienced use of modern investment tools. Our team is highly educated and dedicated to growing your portfolio while maintaining a deep respect for your financial goals. We pride ourselves on offering our clients the best of both worlds: Experienced Financial Capabilities and a level of service that makes you feel like family.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.

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