Our Personal Investment Philosophy
Our Personal Investment Philosophy
- To always understand what you own and why you own it.
- To buy and hold quality investments in a diversified** manner to minimize risk, that they may always be providing some benefit to us by owning them.
**A diversified portfolio does not assure a profit or protect against loss in a declining market.
Basic Responsibilities of ME:
- To be honest with you; perhaps BLUNT at times.
- To educate you, by leaving you with more knowledge than when you came to me.
- To buy quality investments.
- To help keep you from doing foolish things with your money.
- To keep you informed on your account.
Basic Responsibilities of YOU:
- To be honest with me.
- To talk to me with regard to your needs & concerns.
- To allow yourself to be educated.
- To understand that at some point your account will drop in value.
- If it is a quality issue, we will fix it.
- If it is a market issue, we will allow time for the market to recover.
- To promptly return phone calls & paperwork.
- To maximize and grow your savings rate over your lifetime.