Common Stock Management

Investing in quality companies which have superior management is the cornerstone of our investment philosophy.

At Roffman Miller Associates, all equity portfolios are tailored to meet each client’s needs and goals.  Our team invests in stocks of established companies that we feel are currently undervalued and those with the potential to increase shareholder value over time. 

The Investment Committee shares strong guiding principles, which include a well-thought sell discipline and approach to company/industry diversification.

Sell Discipline:

• The security reaches a price indicating that continued price appreciation may be limited
• The fundamental reasons for owning the stock have changed
• The individual stock is greater than 10% of the stock portfolio

Diversification Approach:

• Maintain equity accounts with between twenty and thirty-five stocks
• Invest initially up to five percent in one stock or ten percent in one industry