Measurable Standards — Webb Financial Group avoids the unproven and speculative, preferring a balanced and proven approach toward investing, using funds that have outperformed market averages over the past five to ten years.

Screening — Both U.S. and international markets are screened to look for funds that meet our diversity criteria.

Research — Webb Financial Group's analysts and portfolio managers select funds and/or stocks for investment and ensure that each investment is consistent with the firm’s investment philosophy.

DIVERSI-fund — This strategy enables our clients to benefit from the knowledge and experience of the world’s most accomplished stock and bond managers as well as the numerous financial analysts and economists employed by the funds themselves.

We believe the Diversi-fund approach, virtually unheard of a decade ago, is quickly becoming viewed as the most effective way to manage assets in the new, more volatile global economy.

Buying Process — Webb Financial Group processes all advisory trades through Charles Schwab & Co., Inc. and T.D. Waterhouse. Clients receive trade confirmations and monthly statements directly from Charles Schwab & Co., Inc. and T.D. Waterhouse.

Sell Discipline — Funds or stocks are purchased based on their performance history and fundamental value. The equities are sold if the fundamental reasons for buying them have changed, if a better alternative becomes available, or if client circumstances call for rebalancing.