Our investment approach is centered around each client. We know that every individual has their own specific financial needs, goals and objectives. We use all of the tools at our disposal to create a plan that will give each client of ours the greatest chance of achieving their definition of success.
"The first rule of investing is don't lose money. The second rule is don't forget rule number one."
- Warren Buffett
The best way to preserve and grow wealth is to avoid major losses. While we don't guarantee that our portfolios won't have periods where they are down, we do spend a lot of time designing our clients' portfolios so that when the markets dip, their portfolios won't be down as much.
We create portfolios to meet your needs, not to "beat the market" or an arbitrary index. In fact, creating a sound retirement portfolio has very little to do with beating the market. It has everything to do with creating a disciplined, well thought out approach to achieving your personal needs, goals and financial objectives. Our intense focus on risk control is at the very foundation of the way we manage investments.