Equity Strategies

We scrutinize, then advise.

Phillips & Company diligently reviews every stock opportunity before releasing it to our advisors. Our selection committee vigorously evaluates the short, intermediate, and long-term potential — paying particular attention to trends, special situations, and event-driven opportunities — and then votes on which stocks to pursue. In addition, your advisor can make stock recommendations based on your individual portfolio. Our open approach enables us to provide insight to a broad spectrum of investment opportunities.

Phillips & Company acts primarily as an agent on behalf of our clients, rather than as a principal of our own accounts. This means we don't pass excess inventory on to our clients. Instead, we are able to offer unbiased recommendations and focus on building long-term client relationships.