INVESTMENT STRATEGY

It is difficult for our clients to achieve their long-term financial objectives if they do not first take the time to develop a clear vision of what they hope to achieve with their retirement savings. The first step in our investment management process is to consult with our clients and agree on a set of specific financial goals. Unfortunately, this relatively simple step is something that many investors overlook.

 

Long-term success requires discipline, patience, and the ability to look beyond the short-term noise that drives the day-to-day fluctuations in the financial markets. Investors too often concentrate on the potential upside of an investment while failing to take the appropriate steps to protect their downside. Risk management cannot be an afterthought. It needs to be the thread that ties everything together.

We manage our clients’ money based on the underlying principle that it doesn’t matter what returns you earn if you give it all back in the next market correction. We live in an uncertain world and our clients must be prepared for the unexpected.

 

Over our twenty-five years of managing client portfolios, we have learned to start every day looking for new ideas. We understand that what happens today will in some way change what we knew yesterday. That’s why we maintain a dynamic investment thesis rather than a static approach. This ensures that we manage our clients’ portfolios with an eye on where we need to be tomorrow. It helps us to be proactive rather than reactive.

 

Educating our clients and involving them in the portfolio management process is another key pillar in our approach. We encourage our clients to participate in regular client meetings to help them understand what changes we are making to their portfolios. We believe clients need to understand that there is no “magic bullet” when it comes to investments. An investment portfolio has to incorporate a number of different tools and strategies to achieve its objectives.

 

In the end, successful long-term results are achieved by actively managing risk, maintaining a diversified asset allocation model, focusing on investment income to provide consistency, not following the crowd, and having a sound disciplined strategy.

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