Investment Management

Investment Management

Can You Define Your Investment Strategy?

Conventional industry advice is to invest in mutual funds that are "best in class" funds that consistently beat their index. Yet numerous studies show that depending on the time period, less than 20% of these types of funds actually outperform the index against which they are compared.

We believe there is a better way to invest. Our investment strategy is based on three guiding principles:

  1. Markets are efficient -over long periods of time, the stock and bond markets have provided investors with growth on their capital that exceeds that of inflation.

  2. Diversification reduces risks - a broadly diversified global portfolio exposes investors to markets around the world and diversifies risks that have no expected return.

  3. Focus on what you can control - have an investment plan that fits your willingness, ability, and need to take risks. Keep trading costs and expenses low, minimize taxes, and have the discipline to stick to your plan

Each Investor's portfolios is built using low cost, broadly diversified mutual funds. The customized mix of stocks, bonds, and cash include an ongoing rebalancing strategy to keep the risk in line with each investor's risk profile.

If you have questions or would like to further discuss your situation, complete the contact button below to set up a short phone chat.