Our Investing Beliefs
We maintain a set a beliefs that serve as the backbone to our approach to asset management
Asset allocation (that is, the blend of cash, bonds, stock and other investments) is the single most important factor to be determined in developing an investment strategy.
Establishing a written Investment Policy Statement in coordination with a financial plan for every client is the best method to align your objectives, investment approach, constraints and evaluation criteria for ongoing asset management.
Short term market timing strategies do not lead to long term financial success.
High internal investment expenses lead to long term underperformance.
There is not a single manager or fund family, no matter the popularity or size, that is the best in every class of investment management. Utilizing a best of breed approach instead of a single manager of funds family is simply a smart choice.
Financial prosperity is achieved through the coordination of a combination of strategies that extends beyond only investment performance.
We create great value by combining strategies in comprehensive planning, asset allocation decisions, diversification, tax minimization strategies, risk control strategies, access to institutional managers not available to most investors and powerful yet personalized reporting tools to track progress in a real time basis. Studies show that families with financial advisors accumulate considerable more wealth in a lifetime than those families without professional guidance.