Investment Philosophy |
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The most important investment decision made by any investor is their asset allocation, the chosen mix between asset classes. The portfolio's asset allocation will determine the potential for return and exposure to risk. Diversification is a critical component in mitigating risk because volatility is reduced. Our disciplined, conservative philosophy of purchasing assets we believe to be undervalued applies to each asset class. Critical attributes of our investment philosophy: • Conservative Approach - Stocks, whether established Dow components or high-growth Nasdaq listings, remain the most risky asset class—we invest for results, not excitement. • Quantitative Analysis - Our selections are based on arithmetic, not optimism. • Diversified Construction - Achieved through customized asset allocation for each of our clients, according to individual need. • Objectivity - With sizable expenditures in proprietary investment software, we conduct our own research, avoiding Wall Street "hype." Following are two examples of how our philosophy can dictate investment in different markets:
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