Bio

roy-077Roy Mattox graduated from Louisiana State University with an MBA degree concentrating in Finance in 1985.  After working as a credit analyst for several years with a large bank holding company in Houston,  he transferred to the Capital Markets Division. That’s where he began to love and understand the investment process and the meaningful difference a competent advisor could make.

Roy achieved a prominent role as a Vice President of Investments while employed by A.G. Edwards & Sons from 1989-1995 in Louisiana. As a Chairman’s Council producer, he helped his clients achieve and maintain their financial independence using a well thought out, common sense approach. Roy conducted retirement seminars for many Fortune 500 corporations focused on providing a full range of financial services.

In 1995, Roy relocated to Charlotte, NC.  During this time, Roy focused primarily on managing money  on a discretionary basis for high net worth individuals. After 5 years as a successful  Senior Vice President at Paine Webber, he departed to manage his own private investments.

Roy believes the most successful strategy to build wealth is by investing in individual stocks using the CANSLIM methodology.  Roy believes we have completed a 30-year bull market in bonds, and now long term bonds are risky to own unless held to maturity.  Certainly, short-term income needs will always advocate owning some bonds or cd’s, but the primary investment focus on building wealth now should be investing in stocks.  Designing a withdrawal plan from an equity portfolio can also be a legitimate option in providing income for investors with cash flow needs.

In the American Association of Individual Investor’s latest study, Investor’s Business Daily’s CANSLIM system outperformed all other investing strategies cumulatively from April 2003 – April 2015.