Investment Discipline

We believe discipline, focus and experience are most important to the long-term success of investments. We first consider the purposes for your resources, your spending, your tolerance for risk, your tax situation, any upcoming liquidity needs, your time horizon and the desire to incorporate your social values into your holdings. Our job is managing the risk of not reaching our client-families’ goals first and foremost.

By focusing on planning, risks/amount of risk that we are willing to participate in, we try to control the outcomes of both clients’ accumulation and distribution phases of life.

Our Investment Discipline follows these seven rules:

• Long-term investment philosophy
• Building durable investment plans  with prudent asset allocation with sufficient diversification
• Maintaining the portfolio through market conditions with tactical adjustments respecting the cyclical nature of the markets
• Staying true to fundamentals to minimize mistakes in order to improve chances of success
• Making new investments by a setting plan and position in an economic cycle without overfocusing on current market activity
• Controlling costs
• Disregarding the ego and always investing with client-family’s goals in mind