Investment Management: Evidence Centered Investing
Did you know the average equity investor recently earned 8% less annually than the unmanaged S&P 500 index over a 12-month period? There are three primary reasons so many investors fail to get the returns they deserve:
First, fear and greed cause investors to make buying and selling mistakes. Second, misinformation in the form of market timing strategies leads investors astray. And third, poor asset allocation and lack of diversification cause excess volatility. Unfortunately, this destructive behavioral investing is the norm even among those who sought professional advice.
Our Evidence Centered Investing philosophy is designed to help clients avoid these mistakes and even profit from the investment mistakes of others. Our long-term focused, professionally diversified portfolios are designed to smooth out returns over time and generate predictable streams of lifelong income that support your lifestyle goals.
Experienced, Conservative, Fiduciary Investment Advisors
As Registered Investment Advisors (RIA), we have a fiduciary obligation to put our clients’ interests ahead of our own when building asset allocation strategies. Each portfolio we manage is customized based on your risk profile, stage of life, and your goals.
Our Investment Policy Committee strives to identify depreciated asset classes with attractive valuations and buy them when the “herd mentality” is to sell out of fear of further losses. And we strive to reduce exposure to asset classes that are above historic highs when the herd is buying out of greed. Our goal with this process is to reduce portfolio risk and increase expected returns.
This investment management belief system is based on decades of research and the rich investment experience of our fiduciary advisors, and is consistent with the long-term strategies advocated by legendary value investors such as Warren Buffet and John Templeton.
Complimentary Portfolio Risk Analysis
Are your assets aligned properly with your goals? Are you taking too much or too little risk? Find out by requesting a Complimentary Portfolio Risk Analysis. You’ll get your risk score in two minutes.