Our goal is to help our clients have a successful investment experience - to obtain reliable returns and income, to avoid unneccessary risk, and to eliminate excess costs.
A successful investment experience begins with having a sound investment philosophy - a framework that guides how decisions are made and informs the advice and recommendations an advisor gives to clients. Our investment philosophy is based on four points:
1. Markets Work
2. Costs Matter
3. Only Take Risks Worth Taking
4. Diversification
The second element of a successful investment experience is having a clear and consistent process for making and monitoring investments. Our process consists of four steps:
1. Setting Investment Parameters (including risk and personal preferences)
2. Determining an Appropriate Investment Mix
3. Rebalancing
4. Monitoring Results
Grow and preserve your wealth with a proven investment approach. An approach based not on speculation but on the science of capital markets; supported by decades of research.