Our Investment Philosophy
We are often asked, “Who are your most successful clients?” Without a doubt, they are the clients that invest for the long-term, allow us to set the appropriate asset allocation strategy, and have us make the necessary adjustments to their accounts during the course of the investment portfolio’s growth.
Asset allocation is the process of dividing an investment portfolio among different categories, such as stocks, bonds and cash. The goal of the strategy is to minimize risk or volatility, given the expected potential return of the portfolio. The process may seem simple, but getting the proper balance of asset classes and eliminating investor emotion can be challenging. That is one aspect of the investment process where we make the difference and we have for decades.
By listening and understanding you, we are able to determine the correct balance of these asset classes and make the proper adjustments over time. We firmly believe that an asset allocation model tailored to each client provides the optimal investment strategy.