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Wealth Planning & Investment Firm


Principle-Driven Philosophy

Our years of experience over multiple market cycles makes us strong proponents of the importance of adhering to a personalized strategy and focus. As such, we urge investors to be wary of over-analyzing daily news, weekly market gyrations, quarterly reports or even annual ROI’s. Instead, ask whether or not your goals are steadily being realized.

Our principle-driven approach incorporates the following beliefs:  

  • Financial markets are inherently efficient.
  • Consider common sense investing; if you can’t understand it, it’s probably not a good idea.
  • Timing the market (twice—knowing when to buy and when to sell) is virtually impossible.
  • Using multiple investment managers and strategies is wise. (Never put all your eggs in one basket.)
  • Strict adherence to your strategy during difficult or challenging market and economic cycles can mean the difference between long-term success and failure.
  • Discipline and patience are traits that can potentially lead to successful investing.
  • How you “feel” is not a good reason to change an investment or strategy. Emotions, much like incessant financial media sound bites, should never be trusted to gauge the effectiveness of your strategy.
  • Know thyself, if you are conservative be conservative, if you’re a growth investor, stick to it. Investors who are chameleons are not good investors.
  • Active and Passive management styles both hold weight and have a place in a well-diversified portfolio when compatible with your objectives, risk tolerance and time-sensitive goals.
  • Greed and fear are powerful factors in causing investors to lose sight of their end-goals and strategy.
  • A principle-centered approach to investing that relies on a disciplined buy-sell process can be an effective way to avoid the damaging effects of greed, fear and emotional decision making.
  • Keep cash resources steady and available by consistently building this asset. It’s handy to always have some “dry powder” to allocate capital to depressed assets “on sale.”

Investing involves risk including loss of principal. No strategy insures a profit or protects against loss. There is no "right" time to enter or exit a market. Make sure you understand a strategy's risks and objectives before investing. Past performance is no guarantee of future results.

Learn more about our Investment Methodology

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