Disciplined approach to investing
Our Investment Philosophy is built on the following key principles; proper goal creation, diversification, cost reduction and long-term discipline. Every portfolio should have a clear, measurable, attainable/realistic goal. Portfolios should be allocated across various asset classes, utilizing broadly diversified investment vehicles. Every dollar spent on investment costs and taxes reduces the value of an investment portfolio, when these costs are compounded over time, the result can be devastating for long-term growth potential, therefore we focus on reducing costs and minimizing taxes.
Finally, portfolios are managed with a long-term disciplined perspective, avoiding irrational emotions that lead to chasing the latest investment craze or hot market sector. These principles are derived from practical experience and academia, and while over short-term time periods other strategies may outperform, over the long-term, we believe, these are the keys for successful investing.