STRATEGIES & PHILOSOPHIES
1. LISTEN and LEARN
The first step is simple. We listen and learn about your current financial status and future financial objectives. Each client has a different set of circumstances and goals, and we must be aware of those in order to develop and implement an investment plan.
2. DEVELOP INVESTMENT PLAN
A unique investment plan is developed for each client. However, all plans are based upon our foundation of investment philosophies and principles:
- Wealth Preservation – We believe that a commitment to wealth preservation and minimizing downside risk should be the cornerstone of your portfolio.
- Asset Allocation – The distribution of assets within portfolios should be based on meeting your needs with as much certainty as possible.
- Long-Term Commitment– Ultimate success is dependent on the long-term commitment to quality investment selection and a continuing flexibility to adjust as conditions warrant.
3. INVESTMENT SELECTION
We take pride in the investments that we recommend to our clients, and we spend an inordinate amount of time researching and selecting those investments. Many of our investments possess common attributes, specifically a proven history of outperformance combined with the ability to limit downside risks. No investment assures success or protects against loss.
4. IMPLEMENT, MONITOR, and ADJUST
The implementation is simple. We attempt to differentiate ourselves by our ability to identify changes in the markets and react accordingly. Tax implications, diversification, liquidity, and risks are always factored into any decisions.
5. CLIENT SERVICE
A tremendous amount of time and effort is put into making sure that our clients are satisfied. Our advisers and staff are dedicated to making sure that each client has ongoing access to reporting and communication that is above and beyond expectations. Anything less than exceptional is considered a failure.