drgad
--> Princeton Wealth Advisors

Investment Philosophy

As financial advisors, our mission is to enhance our clients’ quality of life through personalized wealth management strategies. In carrying out that mission, we follow the principles of "value investing," a pragmatic philosophy embraced by investment gurus like Robert Kirby, Shelby Davis, Ben Graham and Warren Buffett. Essentially, value investing involves identifying quality companies that, for any one of myriad reasons, are undervalued by the market. This creates the opportunity to purchase those companies for less than they are actually worth.

Value investing always includes a "margin of safety," which is defined as the discount of the market price in relation to the stock’s intrinsic value. This element can help protect investors long term if some unforeseen factor should affect the performance of a specific stock.

For our clients, the benefit of value investing derives from being invested in quality companies for the long term. Because this approach offers the opportunity for long-term wealth creation rather than immediate gratification, it requires a high degree of investor discipline. That’s why we work hard to help our clients avoid unwise decisions based on emotion or the media. As author Louis Lowenstein says, "Value investing thus requires ... patient investors, those with the temperament as well as experience to feel comfortable even when sorely out of step with the crowd."

*Source: The Investor’s Dilemma, John Wiley & Sons 2008, p. 186.
There is no assurance any investment strategy, including "value investing," will be successful. Investing involves risk and investors may incur a profit or a loss.

902 Carnegie Center, Suite 320 | Princeton, NJ 08540 | Phone: 609-750-3000 | Fax: 866-208-0576 | Toll-Free: 888-711-4362 | Map and Directions
277 Park Ave, Suite 410 | New York, NY 10172 | Phone: 212-883-4080 | Map and Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
© Raymond James & Associates, Inc., member New York Stock Exchange / SIPC Privacy Policy

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.