Our Approach


Our Approach


How We Work

Some firms offer a single approach to investing, employing the same asset mix and strategies for all clients. We consider this a disservice, since appropriate asset allocation is crucial for results to meet client needs.

How much risk is acceptable and necessary to pursue desired returns? Are regular withdrawals needed? Are needs likely to change significantly in the next several years?

These and other client-specific factors must be taken into account in determining an appropriate asset allocation.

That’s why we customize our approach to each client’s long-term financial goals.

We construct an investment portfolio on a custom-designed, fully discretionary basis, which we then monitor and adjust in response to changing investment goals.

And while we offer a variety of different products and services to our valued clients, the one thing we always strive to earn, and preserve throughout all of our unique relationships, is trust.

Our Approach To Forging Successful Relationships:

  1. Understand client goals and objectives
  2. Custom-Design a mix of investment strategies to best achieve them
  3. Manage client investments effectively
  4. Communicate regularly and clearly what is being accomplished

Investment Philosophy

At Connors, we are long-term investors—chiefly equity investors.

We are not market timers, nor do we chase performance. While anticipating market moods makes for interesting daily reading, it is our belief, based on over 40 years of experience, that it is not an ideal approach to investing.

We believe in active equity management to create the right solutions.

We believe common stocks will continue to produce excellent returns over the long term, outpacing other alternatives. We believe in emphasizing common stocks where possible, but also using a number of techniques to reduce risk. We believe that good investment results can be achieved within the framework of acceptable risk.

We believe in doing our own research and analysis. It’s what we’ve done since day one. We believe a strong financial partner should be committed to growth as much as preserving capital.

We believe in taking our obligations in all these regards seriously.



Contact Us


1210 Broadcasting Road Suite 200, Wyomissing, PA 19610
Phone: 610-376-7418 | 877-376-7418 Fax: 610-376-3181
Email: info@connorsinvestor.com | Office Hours: 8:30am to 5:00pm EST



Please choose the area of interest below
Carnival Macchia – Dale Chihuly
Connors Investor Services, Inc.
Please choose the area of interest below

1210 Broadcasting Road Suite 200, Wyomissing, PA 19610
Phone: 610-376-7418 | 877-376-7418 Fax: 610-376-3181
Email: info@connorsinvestor.com | Office Hours: 8:30am to 5:00pm EST