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May 28 2013Our Investment Strategy
The core of our investment strategy is rooted in academics and investing science that has been time tested and validated by Nobel Prize winning financial theorists.
Our investment strategy is grounded in 5 key factors designed to deliver client-focused results:
- Markets Are Efficient. The security markets do an excellent job of effectively pricing in all known and expected information available. We do not time the market or select securities based on “gut feelings” or emotion.
- Diversification Is Key. Diversification reduces the risk associated with specific securities and asset classes. Our portfolios hold roughly 13,000 of the worlds companies and debt issues across 44 countries, in addition to things the government can’t print such as metals, oil services and energy, softs, grains and livestock.
- Risk And Return Are Purely Correlated. The compensation for enduring increased levels of risk is the potential for greater investment returns. Balancing this risk is the art that goes into the science of portfolio structure.
- Portfolio Structure Determines Performance. The number one determinant of performance is portfolio structure. We create and manage an investment strategy designed to balance growth and wealth preservation with your personal financial needs in mind.
- Rebalancing Adds Tremendous Value. Your investment portfolio’s asset allocation will gyrate with market events. We don’t just “set it and forget it” like other financial advisors, picking a random timeframe to review your account and rebalance. Rather our software reviews every client account daily for rebalancing opportunities. This helps us keep your risk level and return assumptions in line with your initial financial and investment plan.
Our investment strategy is designed to deliver the confidence necessary to allow our clients financial inspiration throughout their lifetime. We make it simple, yet effective and help you understand exactly how and why it works to accomplish your financial goals.
