Investment Management

Grounded in Wisdom & Discipline

Investment Philosophy

Successful investing comes from understanding investment goals, accepting that there are no shortcuts, and engaging in a long-term, disciplined process that is guided by empirically validated knowledge. This is our definition of “grounded wisdom” which is the core of our investment philosophy.

Emotional detachment and remaining focused on long-term goals are paramount to your overall success. We serve as a buffer in protecting your portfolio from emotionally based decisions and guide you through the reasoning behind our approach.

The purpose of investing is to create wealth.

Investment management is an integral component of the financial planning process. Just as a car’s engine should be operating at full potential, we look at each investment portfolio as the engine of the financial plan. We optimize portfolios, so they can lead to the plan’s goals and preferred outcomes on the smoothest path possible.

We believe the road to investment success lies in identifying the risks that bear compensation, determining how many of these risks one should take, and striving to minimize the risks and costs imposed by traditional approaches.

Our Guiding Principles

Investment Objective

One of our guiding principles is to have a clearly written investment plan we develop together that serves as a guide to meeting the client’s personal objectives. The plan will change only when circumstances warrant a change – not in reaction to short-term market movements.