Our Investment Philosophy
It has been our experience that investment success is usually achieved through an unwavering commitment to a set of clearly defined investment principles. Collectively, the following principles define our investment philosophy:
Today’s investment climate is infinitely complex. Investors should seek independent, unbiased, professional advice.
A written Investment Policy Statement (IPS) acts as a financial “blueprint” and helps to keep your attention focused on the true objectives of the portfolio, especially during periods of high uncertainty.
Tax efficiency optimizes long-term investment results. It’s not what you earn that matters – it’s what you keep!
Never speculate or buy on tips. Remember, market timing is not an investment strategy.
Use asset allocation and diversification to manage risk while seeking to maximize return.
Always seek portfolio management advice on a fee basis. This will eliminate potential conflicts of interest.
Investors should view portfolio management as only one aspect of personal financial planning, not the sole aspect.