Investment Philosophy
Our strategy starts with you.
Our strategy begins by building relationship with you. Each of our clients has unique aspirations and hopes. What do you want to achieve? What keeps you up at night? With these things in mind, we will begin to craft a strategy that is as unique as you are.
Moving as fast as the market.
As Mike Tyson once said, “everyone has a plan until they get punched in the mouth.” Having a set-it-and-forget-it approach is too passive for today’s markets and will most assuredly end with a financial punch in the mouth.
In contrast, our team constantly gauges market dynamics and global influences to adapt your personalized strategy in three primary areas.
You can make money, even when markets go down.
At a high level, when markets decline this results in overall losses for that market index. But, at a micro level, there is money to be made and wealth to be generated. As tactical advisors, our client portfolios adapt to these fluctuations to encourage a consistent state of gain; occasionally, in spite of the markets. Like a roller coaster, clinking your way up is fun but the biggest thrill comes on the ride down.
Group-think is the death of independent wealth.
When strategizing investments, there can be an element of group-think or herd mentality that can detract from your portfolio’s success. As fully independent advisors, we are not beholden to any brokerage firm or entity to influence our decisions or strategies. This freedom gives objectivity; clarity to see dynamics and adjust our strategy accordingly, even if it goes against the mainstream.
Personal Finances. Personal Service.
Investing isn’t without some stress. Our mission is to cultivate financial peace in the lives of our clients so every aspect of our process has you at its center. The most important pillar in our investment planning is to tie each strategy back to your needs and goals. While the markets change, you will always have peace of mind knowing that your portfolio doesn’t just have a purposeful strategy but one personal to you.