Investment philosophy

Our investment philosophy incorporates basic principles that govern long-term results of client portfolios. We believe that in order to be a successful investor, you must have a disciplined investment approach, implementing an active and sophisticated strategy over long periods of time. Human emotion can often lead investors to make rash decisions based on individual events and short-term market cycles.


A well-diversified portfolio can help protect you from the extreme highs and lows of market volatility, which in turn can help prevent you from feeling the extreme emotions as your portfolio expands and contracts. The longer you are invested, the more time there is for your investment returns to compound. Time also enables you to take advantage of long-term historical market returns to effectively grow your portfolio over the long run.