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.
The Cycle of Investing
