Question #9: What Is Your Investment Philosophy?
We believe in the long-term value of holding stocks. We believe in global diversification of your investment portfolio. We value minimizing your fund fees through passive management unless there is a compelling reason via a manager otherwise.
We believe there is value in holding a higher concentration of your investments in companies that have great business models and strong financials. We will purchase these stocks based on their current assessment of the intrinsic value. We purchase these in portfolios that you have the option to add a percentage of your overall portfolio.
We also value the role of real estate and/or private business investment in your overall portfolio. We want to assist you in build your financial future in a prudent way that aligns with your long goals and objectives.