What is Our Investment Philosophy?
Investing is and always has been our favorite part of the job. The financial markets are fascinating and have the ability to create wealth for those who understand and respect their nature, much like a ship showing proper respect to the waves of the ocean. A good captain knows they cannot control the waves, they can only ride them.
When we are deciding how to invest our Clients’ money there are a couple time-tested principals we always follow to ensure the best results possible for the situations we are given. This is a 30,000 foot overview of a much more detailed process so please contact us if you are interested in finding out more about our Investment Management process.
Have a Purpose
Successful investing begins with understanding why you are investing in the first place. It serves as a guide post, prevents us from getting lost and reminds us of what is important so emotions stay where they belong…on the sidelines.
Know Your Surroundings
It’s very important we do our due diligence in understanding what our surroundings are. The stage of the economy, the competitiveness of an industry or sector, where the client is in their investor lifecycle, and many other things affect an investment’s performance besides the investment itself. Knowledge is power here.
Be Decisive
One of our favorite quotes is “Do or Do Not, There is no Try.” We don’t put money behind something we wouldn’t invest our own money in. You can’t invest money without confidence in your decisions.
