Taking a Conservative, Long-Term Approach
Our approach to investment management is conservative. We always err on the side of caution, as opposed to being reactive or aggressive.
Our approach is also long term. To this end, we help people pursue what's best for their future – not what’s the hot investment of the day. We don't chase the hype.
In our view, conservative investments have lower risk in the long run.
Many of our clients are in that stage of life where simplicity and understandability are much appreciated, so they represent the ideal client type by which to gauge our actions.
Our consistency gives our clients comfort. We take the time to get to know people. We have face-to-face conversations. We tell our clients what they need to hear, rather than shining things for appearance. We want to be the advisor they can trust.
In a nutshell:
- We never "lock" our clients into products; products are just a tool – not the end goal.
- We always do what's best for our clients – not what’s best for us.
- We don’t subscribe to the need for constant change, if something is already working.
Our process is comfortingly simple, but reassuringly strong.
Investing involves risk including loss of principal.