If you know the right things, you
don't need to know everything.
Phone 303.757.5020
We are Focused on What Really Works for Our Clients.
With so much technology and information at our fingertips one would think that investing has become so much easier for everyone. Interestingly, the opposite is true. So, to stay focused on what really works for our clients, we always keep in mind our Investment Pillars :
Educate and re-educate the investor on how markets work! Historical evidence suggests that the ownership of equities, above other asset categories, provides investors with the greatest opportunity to fund long-term goals.
Own equities commensurate with an investor's ability to tolerate short-term volatility! Therefore, Free Market Portfolio Theory will be the basis for the management of client investment portfolios. We will refrain from making investment recommendations that involve variations of stock picking, market timing or any reliance upon past performance as a future guide.
Owning the right asset classes! Global diversification is an integral component to the success of any prudent investment strategy. "Diversity doesn't mean diversification."
Buy Low & Sell High! This "Golden Rule" of investing is accomplished through portfolio rebalancing which is the selling of asset categories that are relatively high and the buying of asset categories that are relatively low.
