Understanding And Addressing Your Needs Your Ultimate Goal: Financial Security The Right Money Manager For You
Investments: Seeing The Big Picture Stocks Mean Ownership Bonds Mean Stability Realities & Expectations
How do you choose the right money manager? Start by finding a firm that employs a clear, logical investment strategy. Ideally, the firm's investment philosophy will mirror your own, resulting in a strategy you would use if you had the inclination, time and expertise to manage your own portfolio.
This "like-mindedness" has greater importance than you may imagine. Compatibility of philosophy is what allows you to stay with your investment strategy through difficult markets to ultimately enjoy the rewards of long-term investing.
Elsewhere in this site, we detail our investment philosophy, investment methodology, personnel, and policies. If you like what you read, make it a point to contact us. Ask us to demonstrate the logic of our investment principles and the depth of our commitment to those principles.