Managing investments can be intimidating because not everyone has the knowledge, expertise or time to do it themselves. But like all other aspects of a good financial plan, investing takes discipline, a sound strategy and time.
Our Investment Philosophy
Careful Risk Management and Strategic Investing
Our objective is to invest your portfolio so that it will yield the return you seek with the lowest possible risk necessary to reach your financial goals. Using effective diversification, we will allocate your portfolio among different asset classes to capture broad and diversified economic trends. Depending on your risk tolerance, financial goals and timeframes, your money will be invested in a portfolio of globally diversified exchange-traded funds (ETF’s) or mutual funds that invest in different asset classes and categories: domestic stocks and bonds, foreign stocks and bonds, real estate, commodities, and cash.
We want our clients to sleep well at night knowing their money is being managed by experts. We partner with experienced asset managers who use a rigorous, research-driven approach to build custom portfolios.
After careful research into global long-term and short-term market trends, certain sectors that appear undervalued or offer compelling opportunities will be overweighted while underweighting those areas of the market that seem overvalued.