Portfolio Management

STRIKE THE PROPER BALANCE 

Diversification — spreading your assets among investment types, styles, and markets is one of the few time-tested strategies for investors with long-term financial goals.

RESIST THE URGE 

When tempted by current market conditions we counsel clients to stay true to their long-term plan. The buzz in the investment markets never stops, but desire and impulse are never good substitutes for rational thought and a disciplined approach.

WE BELIEVE...

• In putting clients first, all the time.

• Everyone has goals and needs a plan.

• The true enemies of wealth are taxes, inflation, and human emotion.

• Complexity should be avoided.

• We can help minimize debt and manage it prudently.

• Successful investing employs patience and discipline.

• In diversifying to help minimize losses in down markets. Good decisions arise from facts, numbers, experience, and values.

• Risks should be clearly understood and communicated.

• Costs should be fully disclosed and value delivered.

• The media amplify emotion and volatility in the markets.

• Disaster, bad news, and fear often create bargains.

• If it sounds too good to be true, it usually is.