Sound Investment Strategy

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The strategy to become wealthy and the strategy to stay wealthy are diametrically opposed. One involves taking and concentrating risks while the other involves minimizing and diversifying risks. Said another way, staying rich requires a different approach than getting rich. We then work with our financially-established clients to execute a financial plan through a sensible investment strategy based on the following tenets:

Investing to Grow

Our investment approach is based on academic research that global markets work. Attempts to beat an efficient market in the long run are reckless at best.

Controlling Your Costs

Lower portfolio turnover, transaction costs, and operating expenses along with greater tax efficiency leave more of your wealth for investment.

Assessing Your Risk Profile

Your portfolio is designed to meet your individual tolerance. There is no single solution, only what matters to you. Through our initial meeting and our ongoing conversations, we will focus on your ability, willingness, and need to take risks.

Managing Your Profile

Your end goal drives our management of your portfolio, not reacting (let alone over-reacting) to market events. As well-diversified portfolio will keep you and your goals in focus.

We strongly believe that no one can consistently predict the market’s direction or predict which stock or investment manager will outperform. We, therefore, help you create a plan and focus that plan on what you can control, including

• Creating an investment plan to fit your needs and risk tolerance
• Reducing investment expenses and turnover
• Diversifying your investments broadly
• Minimizing income taxes