Investment Philosophy

Client Centered

Our investment philosophy is based on gaining an understanding of each client’s financial objectives.  We spend time with clients to help them identify and prioritize their goals, determine their time limitations, and evaluate their tolerance for risk.  That information allows our financial advisors to select investments and create a plan they believe will be well-suited for meeting client needs. 

In most cases, our investment strategy will focus on managing market volatility and improving long-term returns through diversification.  In building investment portfolios, we look to include several different asset classes that have low correlations with each other, so that no single investment or asset category makes up too much of the total portfolio.  This way, even if a portion of the portfolio is declining in value, the remainder of the portfolio is more likely to be growing, or at least experiencing less of a decline.  

Many investors are tempted to make decisions based on the stock market’s recent performance or geopolitical world events.  Our financial advisors add value for clients by helping them to stay on-track with their investment plans by reminding them to maintain a long-term investment perspective.  As long as clients periodically review their investments to determine whether they are still appropriate for achieving their goals, we believe a long-term perspective gives clients the best chance of achieving financial success.        

Contact your local financial advisor to determine whether our investment philosophy might be appropriate for you.

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