Investment philosophy

  • Successful investing requires a disciplined process that includes goal setting, developing an appropriate game plan, selecting the proper management, and constant monitoring of both investment performance and client goals.
  • Market timing is not an investment strategy. Long term investors should stay fully invested unless it is clearly imprudent to do so.
  • Asset allocation and style diversification can be effectively utilized to help minimize risk and help maximize returns.
  • Never let emotional decisions replace rational judgment.
  • Although investment strategies are designed to be long-term, all investments should be reevaluated on a regular basis.