Galvin Gaustad & Stein LLC is a registered investment advisory firm based in Scottsdale, AZ, offering personalized asset management, wealth management, and financial planning services. They believe in building properly diversified portfolios for their clients, focusing on high-quality, well-researched investments and adhering to a buy and manage philosophy. With a dedicated team of CFA charter holders, they provide a truly custom approach, allowing clients to have real input into their investments while creating professionally-designed, diversified portfolios that reflect their personal beliefs, ideals, and goals.
Galvin Gaustad & Stein LLC follows a disciplined selection process for their stock picks, combining quantitative screening, discounted cash flow valuation, and deep-dive qualitative analysis. They aim to generate long-term risk-adjusted outperformance for their clients by favoring companies with attractive valuation, consistent dividend growth, low beta volatility, solid earnings quality, strong profitability, and high expected growth. Committed to a disciplined and focused approach, they provide experienced and attentive service to individuals, families, organizations, and institutions.
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