Investment Philosophy

There is no such thing as “short-term” investing

In most cases, accumulating capital takes years of work and sacrifice to accomplish. It should be approached thoughtfully and prudently, without speculation. We take that seriously.

Valuation still matters

Markets can be subject to fads and hyperbole. Time and time again, when this basic principle of investing is ignored, many rush into “the next big thing,” only to be disappointed.

Market timing doesn't work 

It is said that “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”

Market indexes and benchmarks can tell a much-distorted story

The success or failure of your investment plan should be measured only by its success in meeting your long-term goals over a full market cycle.

Positivity is key

While we always seek to protect your capital from threats and undue risk—we recognize the powerful and historical upside to human ingenuity and innovation over time.

Information is not knowledge

We know that achieving our client’s goals requires more than just information; it requires personal knowledge of the client and their financial aspirations.