Unlike many investment advisors in today’s environment who simply perform an asset allocation model and “fill it in” with mutual funds and exchange-traded funds that layer on additional expense, each Radnor Capital Management portfolio holds its own individual securities. We have several investment approaches that meet the various needs of our clients. Each portfolio is built based on our client’s investment objectives and risk tolerance. Our specific criteria are designed to mitigate risk while delivering the best overall return. Each Radnor Capital Management client’s portfolio shares four traits:

  • A concentration of between 35-50 stocks
  • Companies with attractive financial characteristics such as strong balance sheets and sustainable earnings and dividend growth
  • Valuation driven by rigorous, research-driven fundamental analysis
  • Tax and fee sensitivity