Company Information

Objective:
To understand the goals of each client
- Understand short and long term objective and outlook
- Determine risk tolerance
- Discuss potential tax issues
- Construct portfolio

Company Profile:
Discovery Equity Advisors is fee based Independent Registered Investment Advisory Company offering a full array of advisory services for individuals and companies on a wide range of financial products. The company was founded in 1997.

The primary focus of Discovery Equity Advisors investment strategy is to utilize the growth opportunities available in the U.S. equity, bond, and money markets. Discovery Equity Advisors has developed and refined a proprietary strategy for the buying and selling of common stocks, mutual funds, and bonds that ranks them among the top money managers in the U.S.