1000 Shelard Parkway
Investors who follow a plan have a higher probability of achieving their goals than those who act on their emotions or make frequent changes based on the events of the day. Our investment strategies are simple, using high quality, low cost and tax-efficient investments. This helps our clients keep a long term perspective.
The main focus of our investment process is portfolio construction and risk management. Our risk management process helps investors handle periodic volatility without abandoning their investment plan. If you understand your investment strategy and how it fits in with your overall financial plan you are very likely to stick with it. Complicated strategies usually don’t work in the long run.
We recommend high quality, low-cost, tax efficient investments. It seems like common sense but it can be easy for investors to do the opposite. Complicated investments may promise high returns with less risk but they usually underperform due to high fees and taxes. Our investment preference is to use exchange-trade funds (ETFs) when appropriate.
A long-term perspective is one of the most important ingredients of portfolio success. Successful investing requires faith, patience and discipline. Maintaining discipline may be the hardest part of investing. Discipline is easier when your investment strategy is simple and your investments are high quality, low cost, and tax-efficient.