We believe in the future. Financial media and many pundits regularly project negative outlooks earnings, job reports, economic forecasts — you name it. Yet, our world is constantly improving through technological advancements and efficiencies across all industries and we want to invest in the future.
That’s why we believe in patience. In our world of 24-hour news cycles with constant commentary telling us to buy and sell, the tried and true idea of long-term investing has fallen to the wayside. We know that long-term investing and wealth accumulation come over time, not overnight.
We are disciplined and stick to the personalized plans we create for our clients. Our goal-focused and plan-driven asset allocation approach is designed to maintain a balance that is congruous to an investor’s long-term goals and personal risk tolerance. Headlines do not drive the portfolio, the plan does.
We are also committed to proper diversification. To mitigate risk, we build portfolios to create deliberate stress within equity and fixed income asset classes that run on difference cycles. Maintaining balance and taking on as little risk as possible to successfully achieve one’s financial goals is paramount to our investment philosophy.
Regimentally rebalancing the portfolio is fundamental to maintain that balance. Fractionally selling high and buying low keeps the portfolio in the proper alignment and risk profile. That discipline helps the investor achieve their long-term goals.
