Why Is Investment Philosophy Important?
Investment philosophy provides a clear pathway to get you to achieve your desired goals and aspirations. We believe our unique process of combining relationships, knowledge, and technology helps us choose an investment strategy that works for each individual client. Our investment philosophy of producing a high probability of success with a statistically least amount of risk, helps us attain a more efficient market return for our clients.
Utilizing passive/index strategies will result in lower transaction costs which will save clients money in the long run.
You cannot statistically beat the markets over a long period of time.
By building close relationships with our clients, we can bring in an optimal return, beating the odds of 3-7% of underperformance due to human behavior.
Active management of a portfolio can add value, but only if the cost is marginally above the index strategy.
