Portfolio Management

Emotions are an important aspect of many parts of life; however overall strategic investment decisions should be based on objective facts, not emotions.

Unexpected risk and ultimately selling at an inopportune time is the primary reason investors abandon their investment strategy and fail to accomplish their financial goals.

Diversify among and within asset classes. A globally diversified portfolio of stocks, fixed income, and alternative investments, with a preference toward undervalued and uncorrelated investments historically has provided an enhanced risk adjusted return over various market cycles.

Systematically take advantage of buying investments when they go down (become cheaper), and capture gains as they increase, all while keeping the portfolio at the appropriate risk level. This is also known as “buy low and sell high.”

Utilizing expensive and non-tax efficient investments ultimately reduces your return.

The goal of investing is not to achieve the highest returns, it’s to accomplish your financial goals and provide peace of mind. Our role is to ensure our financial advice and portfolio management dependably helps you accomplish your financial goals.