Investment Management
Investments are typically the largest component of every financial plan.
But selecting the right investments for your plan and managing them over time can be a complex and burdensome process. Especially when there are so many wealth managers out there all claiming to have the "best" strategy.
We believe in a passive investment strategy that stresses long-term growth and avoids the "3 Myths of Investing":
- Selective Stock Picking - No one knows how an individual stock is going to perform at any given moment. That's why we diversify our clients' portfolios across thousands of different stocks and funds.
- Market Timing - Will the market go up or down tomorrow? Nobody knows which is why we don't attempt to time the market.
- Track Record Investing - Just because one "expert" got it right last year doesn't mean they'll be right this year.
After we've create your long-term financial plan, we will select the investments best suited for your plan, providing you peace of mind knowing your money is invested where and how it should be.