With over 9,000 mutual funds and even more individual stock choices in the market today, HOW WILL YOU KNOW which investments are right for you?
Emotions: As a group of financial professionals, we can take some of the inherent emotions out of the investment process by communicating the cause and effects of fluctuations in the markets. We will help you stay invested when you need too as well as make those hard decisions when necessary.
Discipline: Many investors lack a discipline in their investment decisions. We will guide you and develop both buy and sell targets for stated investments.
Process: Many investors lack a process when choosing an investment. We believe in true diversification through asset classes, styles, management firms, and size. We also believe in proactive, forward-looking portfolio management that takes into account forecast directions of markets, interest rates, currencies, economies and political backdrop. To achieve this, we employ primarily the expertise of both outside money managers and mutual fund managers with extensive experience, and we develop diversified portfolios that can maximize participation with lower risk. We also adhere to fundamental and technical analysis in determining both the health and the direction of the markets.
Continuity: Many clients are looking for continuity with an investment team for their spouse or children. As a team, we bring continuity to the process. Whether talking with one of the team members or another professional that we may bring in to assist in a financial planning need, the philosophy will remain constant. Our advice will be consistent to the needs of the client and the process communicated at the onset of the client/advisor relationship.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.