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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 the latest technology and access to the industry’s best research platforms available.

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 expertise 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: expert financial capabilities and the highest level of service that makes you feel like family.

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