We believe it is important to take a long-term view when it comes to financial planning and investment management. More than ever before, clients are bombarded with information and varied opinions from the financial media. For many clients it becomes difficult to see the forest for the trees and they either make the wrong decision or become paralyzed and can’t make a decision at all. In many cases, our job is to help provide a trusted, steady hand and be an emotional barrier between the client and their money.
We focus on what we can control and while we are aware of the factors beyond our control, we don’t spend a lot of time worrying about them. When it comes to our investment process, the following graphic illustrates our core beliefs.