“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What’s needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that framework.” | Warren Buffett Wealth creation and wealth protection begin by adhering to a time-tested and proven investment philosophy. The three cornerstones of my investment philosophy are:
These cornerstone objectives are best achieved by following proven investment methodologies. This minimizes learning curves and have great potential to produce high levels of financial success and stability over time. By adhering to proven investment disciplines that are integral to first-class professional investment management, we, as prudent investors, greatly enhance our ability to achieve our financial goals and objectives. We can benefit from the disciplines and philosophies of:
To summarize, each investment is carefully considered based on the following:
It is important not to succumb to market timing or investing in a manner that would be considered speculative in nature. The reasoning is that I would rather be certain of a good return than hope for a spectacular one. In summary, I am confident that by adhering to proven methodologies and following a sound intellectual framework to the investment process, we can hold high-quality investments with the objective of preserving capital and achieving a superior rate of return over the long-term.
Samuel Madio, CPA, CGA, CFP, EPC, Senior Financial Advisor